You can make changes to the items listed on a bill before you close it in Mews Operations. You can add, move, or remove items from open bills to maintain accurate financial records and ensure that the system correctly reflects all customer account transactions. You can perform these actions when updating customer bills or correcting errors.

Note: You can read some frequently asked questions about the company billing feature here.

In this article you can learn about:

• How to add items to an open bill
  • How to add products connected to your bookable service
  • How to add products not connected to your bookable service
• How to move items from an open bill
  • How to move bill items within the same customer profile 
  • How to move bill items to another customer
  • How to move bill items to a company
• How to remove items from an open bill
• How to edit items from an open bill

How to add items to an open bill

If a customer orders a service or product at the property, instead of purchasing it with their accommodation, you can manually add it to their bill in Mews Operations. 
 

How to add products connected to your bookable service

If a customer wants to purchase a product that is usually packaged with stay, for example, a product attached to your bookable service, you need to add it through their reservation.

1. Open the customer's reservation screen.  
2. Click on the Items tab.
3. From the Add product section, choose the product you want to add from the drop-down menu.  
4. Enter the product count, and click Add. The system adds the product to the billing tab of the reservation owner's customer profile, under Unpaid items / Deposits. You can select the checkbox next to the item to move it to an open bill.

How to add products not connected to your bookable service

If a customer purchases a product or service that isn’t connected to accommodation, you can add it directly to their unpaid items in the billing tab of their customer profile.

1. Open the customer's profile.
2. Go to the Billing tab.
3. Locate the Unpaid items / Deposits section and click ⌄ to expand.
4. Click Add product, then select the product you want to add from the dropdown.

5. If the service has multiple sub-products, you can click the + or - buttons to add or remove any products that you want to add or remove from the bill.
6. Under Date, on the left-hand side, select the consumption time of the order. Note: This step is optional.
7. Click Create. 

How to move items from an open bill

How to move bill items within the same customer profile

1. Open the customer's profile.
2. Go to the Billing tab.
3. Expand the bill that has the items you want to transfer.
4. If you want to move all items from that bill, click the Select all checkbox, then click Move. If you want to move specific items from the bill, select them individually and click Move.

Note: When you select items on the billing screen, Mews displays their total amount in the banner at the top.

5. Under Where would you like to move these items?, click Current customer.
6. Click

• • Move items here to attach the items to an existing bill on the current customer profile.
  • Create a new bill to move the items and attach them to a new bill on the current customer profile.

How to move bill items to another customer

1. Open the customer's profile.
2. Go to the Billing tab.
3. Expand the bill that has the items you want to transfer.
4. If you want to move all items from that bill, click the Select all checkbox, then click Move. If you want to move specific items from the bill, select them individually and click Move.

Note: When you select items on the billing screen, Mews displays their total amount in the banner at the top.

5. Under Where would you like to move these items?, click Another customer.
6. Search for the customer you want to move the bill to.
7. Click

• • Move items here to attach the items to an existing bill on the new customer profile.
  • Create a new bill to move the items and attach them to a new bill on the new customer profile.

8. To associate the previous owner's profile with the bill, select the Associated profile checkbox.

How to move bill items to a company

To move bill items to a company:

1. Open the customer's profile.
2. Go to the Billing tab.
3. Expand the bill that has the items you want to move to a company.
4. If you want to move all items from that bill, click the Select all checkbox, then click Move. If you want to move specific items from the bill, select them individually and click Move.

5. Under Where would you like to move these items?, click Company.
6. Search for the company to which you want to move the bill.
7. Click

• • Move items here to attach the items to an existing bill on the company profile.
  • Create a new bill to move the items and attach them to a new bill on the company profile.

8. To associate the previous owner's profile with the bill, select the Associated profile checkbox.

How to remove items from an open bill 

You can remove a single item from an open bill in the customer or company profile in Mews Operations. You can learn more here.