Invoices, Payers
Issuing invoices
NOTE: Invoices in the Mondo Infano system are issued based on transactions recorded in the system. To issue an invoice: 1. Expand the “LUDO” section in the side menu. 2. Click and expand the “Finances” section. 3. Then select “Transaction list”. 4. ...
Viewing issued invoices
NOTE: Issued invoices can be previewed and downloaded in XLSX or PDF format. To view invoices: 1. Expand the “LUDO” section in the side menu. 2. Then expand the “Finances” section. 3. Select “Invoices”. 4. From the list of invoices, choose the one ...
Adding a new payer
To add a new payer: 1. Expand the “LUDO” section in the side menu. 2. Then expand the “Finances” section. 3. Select “Payers”. 4. Click the “Add payer” button. 5. Fill in the form and save it.
Converting an institution into a payer
To link transactions and issue invoices for an institution, it must be converted into a payer. To do this: To open the institution card, click the name of the selected institution in the list available under the “Institutions” tab. Then go to the ...
Connecting a payer to an Institutions
To connect a payer to an institutions, follow these steps: 1. Expand the “LUDO” section in the side menu. 2. Then expand the “Finances” section. 3. Click “Payers” to open the list of payers. 4. Open the selected payer’s profile and go to the ...
Deleting a payer
To delete a payer: 1. Expand the “LUDO” section in the side menu. 2. Then expand the “Finances” section. 3. Select “Payers”. 4. A list of payers will be displayed. 5. Go to the “Activities” column. 6. Click the trash bin icon. 7. Confirm the deletion ...
Sending invoices
To send an invoice: 1. Expand the “LUDO” section. 2. Then expand “Finances”. 3. Select “Invoices”. 4. A list of invoices will be displayed. 5. Go to the activities column and click the envelope icon. 6. Fill in the message and send it.
Adding a transaction to a payer
To add a transaction to a payer: 1. Expand the “Ludo” section in the side menu. 2. Then expand “Finances”. 3. Select “Payers”. 4. From the list of payers, select the payer you are interested in by clicking their details, e.g. their first name 5. Go ...