The Bills and invoices report in Mews Operations provides an overview of all issued invoices and closed bills. This report is a great resource if you need to find a bill after a customer's departure for reprinting or reviewing. 

Mews splits this report into two sections, one for invoices and the second one for bills. The report lists the invoices in numerical order from the lowest number to the highest. At the same time you can view bills in both numerical and chronological order. 

This report is based on the selected interval, which the report always displays as part of the report header, just next to the title.

• If you know the bill number, you can search by bill number at the top of the screen.
• Alternatively, you can use the date and time pickers to select a specific period during which the bill or invoice was closed, thereby narrowing down your search. 

• on your Mews Dashboard, in the Finance section, click on , or
• go to the main menu  > Finance > Bills and invoices. 

• Setting the filters in the report
• Understanding the fields in the report
  • Invoice
  • Bill
• Exporting the report

Setting the filters in the report

• Filter: Choose the appropriate filter to view your desired data. 
  • Closed: Choose if you would like to see only closed invoices and bills.
  • Invoice due date: Choose to view all invoices that match the due date of the selected date.
  • Invoice paid: Choose to view all paid invoices.
• Start: Select a start date to restrict results to a specific time period.
• End: Select an end date to restrict results to a specific time period.
• Status: Choose a filter to view documents of that particular status.
  • Closed bill: Only view closed bills.
  • Overdue invoice: View overdue invoices that you need to settle urgently.
  • Paid invoice: Invoices for which you have already received payment.
  • Unpaid invoice: Invoices for which you are yet to receive payment.
• Options: Load Values: Load the value of bills and invoices, allowing you to quickly view the total amount of outstanding revenue. This option adds two additional columns to the report with labels Revenue and Receivable value.
• Minimum value: Enter a value to filter out bills or invoices above that value.
• Profile: View bills and invoices from a specific customer or company profile. Note: To search for a profile, type any part of the profile name. Then, click the desired profile to fill in the field automatically. 
• Profile type: Select one or more of the following options:
  • Company: To view bills and invoices assigned to the Company profile type.
  • Customer: To view bills and invoices assigned to the Customer profile type.
• Counter: Select a counter from the drop-down menu to see only bills and invoices closed through there.

Understanding the fields in the report

Invoice

The report displays invoices with the following information:

• Invoice: Click on this invoice number to go directly to the closed document.
• Owner: Click on the name of the invoice owner to go directly to their profile.
• Profile type: The invoice owner's profile type, Company, or Customer.
• Customer: The customer profile name linked to the bill or invoice.
• Company: The company profile name linked to the bill or invoice.
• Owner's tax identifier: The invoice owner's tax identifier number. Note: Mews displays this only when the bill owner's profile type is Company.
• Issued: Date and time of issuing the invoice along with the name of the employee who reviewed and issued the invoice.
• Due date: Date by which you should receive that payment.
• Paid: If already paid, date and time of the receipt of payment.
• Status: This badge contains the status of the current transaction, marked with the appropriate Mews action color
  • Unpaid: Issued unpaid invoice, which the report displays in blue, indicating that it requires action.
  • Overdue: Unpaid invoice past it's due date. The report displays it in orange, indicating that it requires urgent action.
  • Paid: Paid and settled invoice, which the report displays in black, indicating that it doesn't require any action.
  • Closed: Issued invoice without tracking enabled.
• Notes: Any additional billing notes that you may wish to add.
• The icon signifies that the invoice requires some action. When you click on this Mews displays:  
  • icon: For overdue or unpaid invoices, click on this to directly go to the owner's billing page.

If you select the Load value option, you see these two additional columns:

• Revenue: Total value of the item.
• Receivable value: Outstanding balance you are yet to receive.

Bill

The report displays bills with the following information:

• Bill number: Click on this invoice number to directly go to the closed document.
• Owner: Click on the name of the bill owner to go directly to their profile.
• Profile type: The bill owner's profile type, Company, or Customer.
• Customer: The customer profile name linked to the bill or invoice.
• Company: The company profile name linked to the bill or invoice.
• Owner's tax identifier: The bill owner's tax identifier number. Note: Mews displays this only when the bill owner's profile type is Company.
• Closed: Date and time of closing the bill along with the name of the employee who reviewed and closed the bill.
• Status: This badge contains the bill status. The system always marks this as .
• Notes: Any additional billing notes that you may wish to add.
• The icon signifies that the bill requires action. When you click on this Mews displays  
  •   icon: Click on it to go directly to the customer's billing page.

If you choose the Load values option, you see these two additional columns:

• Revenue: Total value of the item.
• Receivable value: Outstanding balance you are yet to receive.