How to send an issued bill or invoice by email in Mews Operations

Mews PaymentsPayment Options

Sending an issued bill or invoice by email in Mews Operations allows you to efficiently share financial documents with customers or companies. You can perform this action when a bill or invoice is finalized and ready to be sent. You do this directly within the Mews Operations platform, ensuring secure and organized communication.

 

In this article you can learn about:

 

How to send an issued bill or invoice by email in Mews Operations

  1. Locate the customer or company profile with the issued invoice or closed bill. To do so, 
    • In Mews Operations, type the name of the customer or company in the Mews search bar. 
  1. Click on the Dashboard tab, then click on the issued invoice or closed bill you want to send via email. 
  1. Click Mail icon  Send bill to email. Mews displays the Send by email side-window.
  2. Under Invoice format, click to select one of the following options from the dropdown menu:
    • Detailed overview: Items grouped by:
      • the reservation
      • item type and price
      • consumption date
    • Overview by guest: Items grouped by:
      • guest
      • reservation
      • consumption date
      • item type

Note: The Overview by guest format relies on you linking products to the relevant reservations. If you do not link products to a reservation, Mews adds them to the end of the bill without grouping by guest.

 

    • Overview by date (no reservation details): Items of the same type and price grouped by:
      • consumption date
    • Overview by reservation (no date): Items of the same type and price grouped by:
      • reservation
    • Consumption overview (not fiscal document): Items grouped by:
      • item type and price
      • without reservation details and consumption date

Invoice format details

  1. Fill out the remaining fields.
    • Language: The language of the email. Click to select one of the options from the dropdown menu.
    • Recipients: The customer receiving the email. To select a recipient, check the box next to each email address. Note: To add a new recipient to the email, click Add recipient.
  1. Click Send.

 

Mews sends the issued bill or invoice to the recipients via email.


 

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