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

After you make changes to an issued invoice or closed bill, Mews displays linked invoices and bills in previews and printouts and on the customer or company Dashboard in Mews Operations. You can use the invoice/ bill types covered in this guide to maintain a clear overview and understand the relationships between invoices and credit notes. 

In this article you can learn about the following invoice/ bill types: 

• Credited invoice/ bill 

• Credit note 

• Receivable payments balance 

• New invoice/ bill 

Credited invoice/ bill 

If you make changes to an issued invoice or closed bill, Mews credits the original issued invoice or closed bill. Mews displays and links the credited invoice/ bill type in the: 

• Owned bills section of the customer or company Dashboard,

• Credit note preview and printout,

• Receivable payments balance preview,

• New invoice/ bill preview. 

To view the credited invoice/ bill type: 

1. Click on any customer or company profile or enter the customer or company's name in the Mews Dashboard search bar.  

2. Go to the Dashboard tab.  

3. Locate the Owned bills section. 

4. Mews displays the invoice/ bill type. 

To view the credited invoice/ bill type in more detail: 

1. Click the invoice/ bill name. 

Credit note 

If you make changes to an issued invoice or closed bill, Mews automatically generates a credit note to, 

• maintain a clear audit trail of changes. 

• balance out the new closed invoice. 

Mews displays and links the credit note in the:

• Owned bills section of the customer or company Dashboard,

• New invoice/ bill preview. 

To view the credit note: 

1. Click on any customer or company profile or enter the customer or company's name in the Mews Dashboard search bar.  

2. Go to the Dashboard tab.  

3. Locate the Owned bills section. 

4. Mews displays the credit note and links the original issued invoice or closed bill. 

To view the credit note in more detail: 

1. Click the invoice/ bill name. 

Receivable payments balance 

If you enable receivable invoice tracking in the Accounting configuration, Mews displays the receivable payments balance invoice/ bill type in the Owned bills section of the customer or company Dashboard. 

To view the receivable payments balance invoice/ bill type:  

1. Click on any customer or company profile or enter the customer or company's name in the Mews Dashboard search bar.  

2. Go to the Dashboard tab.  

3. Locate the Owned bills section. 

4. Mews displays the invoice/ bill type and links the original issued invoice or closed bill. 

To view the receivable invoice payments in more detail: 

1. Click the invoice/ bill name. 

Note: Mews balances out the old invoice and the credit note payments against each other. 

New invoice/ bill 

If you make changes to an issued invoice or closed bill, Mews issues a new closed invoice with the updated billing details. Mews displays the new invoice/ bill type in the Owned bills section of the customer or company Dashboard. 

To view the new closed invoice/ bill: 

1. Click on any customer or company profile or enter the customer or company's name in the Mews Dashboard search bar.  

2. Go to the Dashboard tab.  

3. Locate the Owned bills section. 

4. Mews displays the new closed invoice/ bill and links the original issued invoice or closed bill and credit note. 

To view the new closed invoice/ bill in more detail: 

1. Click the invoice/ bill name. 

You now understand the relationships between invoices, bills, and credit notes and know where Mews displays linked invoices and bills. 

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