How to change the owner of a bill

In Mews Operations, you can change the owner of a bill on the Billing tab of the company or customer profile when required. You can access and update information from either the customer or company profile and save time and reduce errors. You can learn more about how to view owners and profiles associated with open bills here.

 

To change the owner of a bill:

1. Locate the customer or company profile with the open bill from which you want to change the owner. 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 modify. 
3. Under Owned by, click to edit the owner of the bill.

4. 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. 
5. 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.

6. Mews displays your selection under New owner. 
7. Under Associated profile, use the checkbox to select if you want the previous owner of the bill to become the associated owner. Note: If there is already an associated owner of the bill, Mews replaces the customer or company with the previous owner's information. 
8. Click Confirm. Mews confirms the updated information.
9.  To view the bill in the new owner's profile, click View bill. Note: You can also view the bill in the owner's profile from the Billing tab. Select View the bill in from the bill. 

 

 

Mews configures the following default settings for newly created bills:

• Owned by: The reservation booker or profile from which you create the bill.
• Associated with: Empty. 

 

Note:

• If you define billing automations, Mews automatically updates the Owned by and Associated with fields.
• If the booker adds a companion to the reservation, Mews automatically updates the Associated with field with the companion details.

 

 

You can learn more about how to add, edit, or remove a profile associated with a bill here.