How to send a bulk invoice reminder email with attached invoices from the City ledger in Mews Operations

AccountingMews Operations

Sending a bulk invoice reminder email helps your property follow up on unpaid invoices efficiently. If your property has Receivable tracking enabled in the Accounting configuration, front office or finance team members with access to reporting can use this feature to remind a customer or company about multiple outstanding invoices via a single email. You do this from the City ledger in Mews Operations, and only when all invoices belong to the same owner profile. 

 

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Note
  • Use this feature only to send reminders for unpaid invoices, not to send invoices in bulk. Each email includes the original invoice documents as an attachment and clearly states that it is a payment reminder. 
  • You can customize the Bulk invoice reminder email in Mews Operations. Learn more in the help article Customize your emails using mail templates in Mews Operations.  

To send a bulk invoice reminder email with attached invoices from the City ledger: 

 

  1. In Mews Operations, go to the main menu Menu arrow right  > Finance > Ledgers > City ledger.
  2. Search for the company or owner profile with multiple unpaid invoices.
  3. Select the invoices you want to include in the reminder:
    • Check the individual boxes next to the invoices you want to include, or
    • If you want to include all unpaid invoices for a profile, check the box next to the company or owner name to select all.
  4. Click Send reminder.
  5. In the Send reminder side-window, under Linked invoices, review the invoice numbers.
  6. Click to select the required information in the following fields:
    • Invoice format: The type of invoice format Mews attaches to the email.
    • Language: The type of language used in the email.
  7. Under Recipients, enter the email address of the customer to whom you want to receive the email. Note: If the customer email address already exists in the customer profile, Mews automatically displays it. Check the box to deselect if required.
  8. To add additional recipients to the email, enter the email address in the Recipients field, then press the spacebar on your keyboard.
  9. Click Send to complete the process and send the email. 

Mews displays a confirmation message. The result of sending a bulk invoice reminder email with attached invoices is: 

  • Mews displays the date you sent the reminder under a Reminder sent or Reminders field on the following screens: 

    • City ledger and the Dashboard tab of the customer management screen. Note: If you send more than one reminder, Mews displays only the information of the most recent email reminder you sent. 

    • Invoice detail 

    • Bills & invoices report 

    • Invoice action log 

  • Mews displays all reminder emails sent in the Mail queue items and Action log. 

 

 

 

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