You record bank transfers and deposits manually in Mews Events and Mews Operations when event clients pay outside of Mews Payments. You do this to balance invoices and ensure payment data is consistent across both systems. You record external payments when the By bank transfer payment option is selected in a quote in Mews Events. You use this method for event deposits, especially for group or corporate clients. Once you configure the payment settings, you need to manually record each payment in Mews Events and add it to the event bill in Mews Operations.

In this article you can learn about:

• Step 1: Configure payment settings in Mews Events
• Step 2: Save the payment in Mews Events
• Step 3: Add payments to event bill in Mews Operations

Step 1: Configure payment settings in Mews Events

1. In Mews Events, go to the main menu   > Quotes.
2. Click + Create to create a new quote or click  > View details on an existing quote to select it.
3. Click Payment.
4. Enter the following details:
   • Payment type: Click to select By bank transfer.
   • Quote validity date: Click to select the deadline for an unsigned quote before the system moves it to rejected.
   • Payment deadline: Click to select the deadline for payment by the guest. Note: You can set up automatic payment reminders for the event owner via email in Mews Events > Settings > Reminders > Edit.
5. Click Save.

This configures the payment settings in Mews Events, you can now complete Step 2.

Step 2: Save the payment in Mews Events

1. In Mews Events, go to the main menu  > Billing.
2. Find the quote you want to save the payment for and click View details > View invoice.
3. Click Save payment. Note: This is only available for payments with a “Pending” status.

This saves the payment in Mews Events, you can now complete Step 3.

Step 3: Add the payment to the event bill in Mews Operations

1. In Mews Operations, use the search bar to find the customer profile, then click the Billing tab.
2. Find the bill you want to add the payment to and click Issue invoice.
3. Click Add external payment. Note: You can learn more about adding external payments in the How to add external payment options help article.
4. Click Save.

This records bank transfers and payments in Mews Events and Mews Operations.