How to view owners and profiles associated with open bills

AccountingMews Operations

 

 

You can assign multiple profiles to open bills in Mews Operations. You can view the bill owners and their associated profiles in the Billing tab of the customer or company profile. Mews displays the same information on both the customer and company profiles. This helps you quickly retrieve information to complete daily tasks. You can: 

  • Transition between profiles: Seamlessly switch between linked profiles, to access and update information from either the owner or the associate profile.
  • Minimize billing errors: Confirm the system has linked a company bill to a specific customer.
  • Get strategic business insights: Locate specific company or customer bill information through Mews’ optimized financial reports. 

 
 To view owners and associated profiles of open bills:  

  1. In Mews Operations, locate the customer or company profile with the open bill. Note: You can type the name of the customer or company in the Mews search bar.
  2. Click on the Billing tab, then click on the bill you want to view.
  3. Mews displays the Owned by and Associated with fields under the bill name. 

 
 

 

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.

 

 In this article you can learn about how to view the:


The Owned by field displays the bill owner's details. This could be a customer or a company. The owner profile is typically the primary guest who initiated and is responsible for settling the bill. 

 

 

If the customer or company profile owns the bill, Mews also displays the Owned label next to the bill name. 


  1. To view the owner's profile, click the name link. 

  1. To change the owner of the bill, click to edit.

 

 

Note: If you want to enable invoice options for a bill, make sure to mark the bill owner, not the associated profile, as Invoiceable. For example, suppose a guest is the bill owner with a company profile associated with the bill. In that case, you need to make the bill owner Invoiceable to issue an invoice.

 

 

You can learn more about how to change the owner of a bill here.
 

The Associated with field displays the profile associated with the bill. This could be a customer or a company. The associated profile is the secondary company, guest, or associate linked to the same bill. The associated profile is not eligible to settle the bill. 

 

 
 

If the customer or company profile is associated with the bill, Mews also displays the Associated label next to the bill name. 


  1. To view the associated profile, click the name link. 

 
 

  1. To add, edit, or remove an associated profile, click .


  1. To view the associated bill in the owner's profile, click the button as below. Mews then opens the bill owner's profile and displays the bill.

 

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

 

Bill previews and printed bills

Mews displays the bill owner and associated profile on both the bill preview and printed bill.

To view the bill preview:

  1. In Mews Operations, locate the customer or company profile with the open bill. Note: You can type the name of the customer or company in the Mews search bar.
  2. Click on the Billing tab, then click on the bill you want to view.
  3. Click Preview.
  4. Under Informative currency, you can select the currency that you want to list on the bill.
  5. Under Information to display, you can choose what you want to include on the bill. Note: If you don't want taxes included on the bill preview, you can deselect Display taxation. The official, closed bill always includes taxes.
  6. Complete all other relevant fields and click Create.


Mews displays the bill preview with the bill owner and associated profile information:

 

 

  1. To print a bill preview or download a PDF, click the Screenshot 2023-03-03 at 14.59.41.png Print icon in the upper-right corner.
    • Under Template, select your preferred template. Note: You can learn more about the different printing templates here.
    • Under Printers, select your printer or choose to download a PDF.
  2. Click Print.

Mews prints the bill with the bill owner and associated profile information:

 

 

 

 

You can learn more about how to change the owner of a bill here.

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