You can use counters in Mews Operations to automatically assign numbers to bills, invoices, proforma invoices, and service orders.

• You can assign a bill counter to either bills or invoices.
• You can assign a proforma counter to proforma invoices. i.e., invoice previews.
• You can assign a service order counter to service orders, including reservations and service product orders. Note: You can only have one service order counter. You cannot create a new one, you can only edit the default one.

You can use counters for efficient record-keeping, tracking, and retrieval of financial documents.

Note: You cannot modify the counter after you close a bill or invoice, because the closed bill or invoice is a legal tax document.

In this article you can learn about:

• How to create a counter
  • Settings overview
    • Counter type settings
    • General settings
• Managing counters
  • Set the counter as the default counter for its type
  • Reset counter value
  • Edit counter
  • Delete counter

How to create a counter

Mews creates one of each counter type by default with your property, but you can set up custom counters for your bills, invoices, and proformas so that each one has its own unique number. To create a counter:

1. In Mews Operations, go to the main menu  > Settings > Property > Finance.
2. Click on Counters. The Counters screen consists of the following four sections:

• Bill counters
• Proforma counters
• Preview counters
• System generated counters

3. Select the desired section you want to create a counter for.
4. Click on the + Add button. Note: You cannot create new counters in the System generated counters section.
5. Fill out the form using the Settings overview section of this help article.
6. Click Save.

Settings overview

Counter type settings

You can update the Counter type settings with the following fields:

• Use as default counter: Switch on the toggle button to use this counter as the default for its type.
• Counter title: Enter a title if necessary for your accounting exports. Note: The title appears in the name of issued bills and invoices.

General settings

Update the General settings section with the following fields:

Managing counters

After you create a counter, you can:

Set the counter as the default counter for its type

When you set a counter as the default for its type, Mews automatically applies it when you create a bill or invoice.

Note: If you issue an invoice, Mews applies the counter selected in the accounting configuration. If you close a bill, Mews applies the counter marked as default on the Counters page.

To set the counter as default:

1. In Mews Operations, go to the main menu  > Settings > Property > Finance.
2. Click on Accounting configuration.
3. Under the Default invoice counter field, select the counter that you want to appear by default on your invoice.

Reset counter value

To reset the counter value:

1. In Mews Operations, go to the main menu  > Settings > Property > Finance.
2. Click on Counters.
3. Click the icon alongside the counter you wish to reset.
4. Click Reset.
5. To confirm the action, click the Reset button.

Edit counter

To edit the counter settings:

1. In Mews Operations, go to the main menu  > Settings > Property > Finance.
2. Click on Counters.
3. Click the icon to the right of the counter you wish to edit.
4. Click Edit counter. Make the necessary changes in the fields.
5. Click Save.

Delete counter

To delete the counter:

1. In Mews Operations, go to the main menu  > Settings > Property > Finance.
2. Click on Counters.
3. Click the icon alongside the counter you wish to delete.
4. Click Delete counter.
5. To confirm the action, click the Delete button.

Note:

• You can reset counters to 1 only, so if you want your counters to start from a different number, you have to create a new counter and set it as your default. However, remember that resetting your counters, could result in duplicate bill numbers.
• You cannot delete default counters.