In the invoice view, you can create, download, or email reminders directly from Mendato. For each reminder, you select the appropriate reminder level (Payment Reminder, 1st Reminder, Final Reminder). Sending is documented in the Emails tab.
Structure of the Invoice View
The invoice view is divided into four info boxes:
Details: Customer, contact person, invoice date, service period, due date, e-invoice, creator
Reminders: All created reminders with reminder level, subject, date, due date, and status
Items: Quantities, prices, VAT, and total amount
Texts: Introductory and closing texts for the invoice
The open amount is displayed at the top right. The Actions menu provides all options such as PDF download, cancellation, etc.
Create and Send a Reminder
Open the affected invoice via Accounting > Invoices.
In the Reminders info box, click Add to create a new reminder.
Select the appropriate Reminder Level: Payment Reminder, 1st Reminder, or Final Reminder.
Click the three dots next to the reminder and choose an action:
Send via Email – sends the reminder directly from Mendato
Download – saves the reminder as a PDF
Mark as Sent – documents the sending if the reminder was sent outside of Mendato
Tabs in the Invoice View
The invoice is divided into three tabs:
Invoice – the default view with the four info boxes
Emails – an overview of all content sent for the invoice: sent invoices, payment reminders, and reminders
Comments – internal notes to document unusual processes or additional information
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