How to associate a customer or company profile to an issued invoice or closed bill in Mews Operations

Note: Mews is gradually rolling this feature out to properties.

Hotel staff or administrative personnel responsible for managing customer financial transactions and billing with the Rebate items and reissue bills and invoices permission can associate a customer or company profile to an issued invoice or closed bill within Mews Operations to, 

• correct or update billing details. 

• ensure accurate financial documentation and compliance with legal and operational standards. 

After a staff member has issued the invoice or closed the bill, navigate to the customer or company profile to associate a customer or company profile. 

Note: The steps outlined in this guide change the details on the bill only. Mews does not move the issued invoice or closed bill to another owner or update the associated profile details. 
 

 
To associate a customer or company profile to an issued invoice or closed bill: 

1. Locate the customer or company profile with the issued invoice or closed bill from which you want to associate a profile. To do so, in Mews Operations:  

• • type the name of the customer or company in the Mews search bar.  

2. Click on the Dashboard tab, and click on the issued invoice or closed bill you want to change. 

3. Click Change billing details. Note: If your property deselects the Allow modifying closed bills option in the accounting configuration Mews does not display the Change billing details button. 

4. Under Associate a customer or company to the bill, you can search for a customer or company. 

5. Type the desired 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. 

6. Mews adds the customer or company address details to the following fields: 

• • Address line 1: The customer or company's first address line. 

  • Address line 2: The customer or company's second address line, if applicable. 

  • City: The city of the customer or company's address. 

  • Postal code: The postal code of the customer or company's address. 

• • Country: The country of the customer or company's address. 

  • State / Province: The state or province of the customer or company's address. 

Note: 

• • If the company has multiple addresses, Mews displays only the main address. 

  • If you select a company with no address stored in the company profile, Mews displays a banner to inform you that: 

• • • you can still manually search for or enter the address. 

    • Mews does not automatically add the address to the company profile. 

7. To search for an address, under the Find address by typing here field, start typing any part of the address. Then click the desired address to automatically fill in the address fields. 

8. To remove the entire address, click Clear address. 

9. To confirm the addition of the customer or company details, click Reissue with changes. 

Once you confirm the change, the system, 

• • credits the original issued invoice or closed bill as a credit note. 

• • • Mews uses the same accounting categories for the items on the bill in both the credit note and the new closed invoice. 

    • On the credit note, Mews, 

• • • • displays the old, unchanged address. 

      • records the dates of the items as the same date you issue the credit note. 

• • issues a new closed invoice with the updated billing details. 

• • • On the new closed invoice, Mews, 

• • • • displays the new, corrected address. 

      • records the dates of the items as the same date you issue the new invoice. 

• • records the changes in the customer or company action log. 

Note: You can only reissue an issued invoice or closed bill once. If you need to change the address after altering it, you need to go to the last updated bill to make the change. 

10. You can review the linked bills in the bill preview or on the Dashboard tab of the customer or company management screen. 

11. To email the corrected invoice to the customer or company, open the bill preview and click the Send bill to email icon. Note: You can include the credit note together with the corrected invoice. Use the checkbox to select the desired documents in the Include linked documents field. 

12. To print the corrected invoice, open the bill preview and click the Print icon. 

You can learn more about how to reissue an issued invoice or closed bill to make changes here.