How to add, edit, or remove a profile associated with a bill

AccountingMews Operations
 

In Mews Operations, you can add, edit, or remove the profile associated with a bill on the Billing tab of the company or customer profile when required. You can access and update information from either profile to save time and reduce errors.

 

You can learn more about how to view owners and profiles associated with open bills here.


In this article you can learn about:

 

Note: If you define billing automations, Mews automatically updates the Associated with field with the company details.  

 

To add an associated profile to a bill: 

  1. Locate the customer or company profile with the open bill from which you want to add an associated profile. In Mews Operations, type the name of the customer or company in the Mews search bar.  
  2. Click on the Billing tab, and click on the bill you want to change. 
  3. Under Associated with, click to add the associated profile to the bill. 

  1. To search for a customer or company, type the name in the search field. Mews displays a list of results based on your entry. Note: If Mews does not display a match for your search, you can add a new profile by selecting New customer or New company. 
  2. Select the customer or company from the list. Note: If you want to view the profile, click the customer or company icon to the right of the profile name.

  1. Click Save. 

Mews confirms the updated information and adds the associated profile details to the bill.

 

 To edit a profile associated with a bill: 

  1. Locate the customer or company profile with the open bill from which you want to edit an associated profile. In Mews Operations, type the name of the customer or company in the Mews search bar.  
  2. Click on the Billing tab, and click on the bill you want to change. 
  3. Under Associated with, click to edit the profile associated with the bill. 
  4. Select Associate with a different customer or company. 

  1. Then, to search for a customer or company, type the name in the search field. Mews displays a list of results based on your entry. Note: If Mews does not display a match for your search, you can add a new profile by selecting New customer or New company. 
  2. Select the customer or company from the list. Note: If you want to view the profile, click the customer or company icon to the right of the profile name. 
  3. Click Save. 

Mews confirms the updated information and adds the new associated profile details to the bill. 


To remove a profile associated with a bill: 

  1. Locate the customer or company profile with the open bill from which you want to remove an associated profile. In Mews Operations, type the name of the customer or company in the Mews search bar.  
  2. Click on the Billing tab, and click on the bill you want to change. 
  3. Under Associated with, click to edit the associated owner of the bill. 
  4. Select Remove the associated customer or company. 

  1. Click Save. 

Mews confirms the updated information and removes the associated profile details from the bill. 

 

 

You can learn more about how to change the owner of a bill here.

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