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

Users with the Rebate items and reissue bills and invoices permission, 

• can reissue an issued invoice or closed bill in Mews Operations to move and make item changes,  

• update the bill owner and associated profile, and  

• issue refunds.  

Once you reissue the bill, Mews displays the new bill in the Billing tab of the customer or company management screen and treats it like any other open bill.

Note: If your property has Receivable tracking enabled at the time of both the original invoice issue and the reissue, Mews automatically marks

• the original invoice as Paid.
• the corresponding credit note as Paid.

You do not need to take any further action as the system displays all items on the open bill.

In this article you can learn the following about reissuing issued invoices or closed bills: 

• Pre-requisites 

• Step 1: Reissue a closed bill 

• Step 2: Make changes to the new bill 

• • Add, move, or remove items in a new bill 

  • Update the bill owner and associated profile 

  • Issue a refund from the bill 

Pre-requisites 

Before reissuing an issued invoice or closed bill, Mews recommends updating your credit note counter so the system can automatically assign numbers to bills or invoices. You can either create a new counter or edit an existing counter. In both scenarios you need to select the option Make default and use for credit notes and clearly name the bill counter title.

Note: For properties in Italy and Spain, you can learn more about creating bill counters for credit notes here.

To create or edit a counter: 

1. In Mews Operations, go to the main menu  > Settings > Property > Finance. 

2. Click on Counters. 

3. In the Bill counters tab,  

• • To add a new credit note counter, click + Add.  

1. 1. 1. In the Create a bill counter side-window, fill in the fields. Note: You can only use the default counter for credit notes.

      2. To set up the counter for credit notes,  

• • • • Make default and use for credit notes: Click the slider switch on.  

      • Bill counter title: Type to specify the credit note counter title. 

1. 1. 3. Fill in the remaining fields. You can learn more about creating and managing counters here.
      4. Click Save. 

• • To edit an existing counter, click on for the Counter name you want to edit. 

1. 1. 1. Click Edit counter.

      2. In the Edit counter side-window, edit the fields as required. Note: You can only use the default counter for credit notes.

      3. To set up the counter for credit notes,  

• • • • Make default and use for credit notes: Click the slider switch on.  

      • Bill counter title: Type to specify the credit note counter title.

1. 1. 4. Fill in the remaining fields. You can learn more about creating and managing counters here.
      5. Click Save. 

Step 1: Reissue a closed bill 

Note: In France, the legal environment does not allow changing the owner of a bill. If you use the Reissue as open bill function to change the bill owner, you see the error message: "Rebated bill assignee must match the assignee from the original bill." To correct the bill, you need to rebate and cancel the incorrect bill, then create an itemized bill. You can learn more here.

To locate the customer or company profile with the issued invoice or closed bill, where you want to make changes,  

1. In Mews Operations, type the name of the customer or company in the Mews search bar and click on it in from the search results. 

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

3. Click on at the top right corner of the bill, then click Reissue as open bill. 

4. Enter a reason for reissuing the issued invoice or closed bill. For example, “Manual error”. 

5. Click Reissue. 

Note:  

• Once you confirm reissuing the invoice, Mews Operations, 

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

  • records the changes in the customer's action log. 

Step 2: Make changes to the new bill 

Once you reissue a bill, Mews treats it as any other open bill. You can make the following changes to the newly opened bill in the Billing tab of the customer or company management screen: 

• Add, move, or remove items in a new bill

• Update the bill owner and associated profile

• Issue a refund 

You can learn more about changing the billing address on an issued invoice or closed bill here.