In Mews Operations, you can configure your bills and invoices so that you can: 

• Meet your local legal requirements. 
• Be consistent across your printable transactional documents. 

You can customize the header and footer content displayed on all your bills, invoices, and proforma invoices with HTML. If you are a beginner, you can start with an HTML sample here and replace the details with your property's information or you can learn about the basics of HTML here. 
 

In this article, you can learn how to: 

• Configure your bill
  • Add your bill header content
  • Add your bill footer content  
  • Update or remove the bill header or footer content  
• Preview a bill  
• Create numbering for bills and invoices  

 

Configure your bill

To configure your bill: 

1. In Mews Operations, go to the main menu   > Settings > Property > Finance.  
2. From the Finance drop-down, click Accounting configuration. 

 

Add your bill header content 

You can add a header to the bill to display your property’s details, such as the address or VAT identification number information.  

3. Scroll down to the bottom of the page to the Bill header field. Enter your custom HTML or use the following sample:
   • <p><strong>Your Property Name</strong> <br />Address: 123 Street, City, DC 12345 <br />Contact Number: +1 555-0123 <br />VAT Number: XX1234567890</p>
4. To add more information to your invoice header, enter an Additional tax identifier, the Company name, bank Account number, Bank name, Iban, or BIC in the individual fields as shown below. 

5. Click Save.   

Add your bill footer content

In the bill footer, you can include marketing material, such as upcoming deals or promotional codes.  

6. Scroll down to the bottom of the page to the Bill footer field. Enter your custom HTML or use the following sample:
   • <p style="text-align: center;"><strong>We hope you had a pleasant stay with us!</strong> <br/>The entire team looks forward to welcoming you back to this property.</p>
7. Click Save. 
    

Update or remove the bill header or footer content

You can update your bill header or footer content at any time by editing or deleting the text added in the Bill header and Bill footer fields. You can display your property’s details, such as the address, or include marketing material, such as upcoming deals or promotional codes. Click Save to save the changes. 

Preview a bill 

You can preview your bill after configuration or on updating. To preview: 

1. Open the customer's profile. 
2. Click on the Billing tab. 
3. Locate the open bill you want to view a preview of and click Preview as you can see in the screenshot below. 

4. This opens the Bill preview screen. Fill in the necessary details: 

• Under Informative currency, select the currency that you want to list on the bill.
• 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. 

5. Complete all other relevant fields, including Language and Culture settings.  
6. Click Create. This opens the Bill preview.  

From here you can: 

• Print a bill preview or download a PDF in your preferred template by clicking the  printer icon, 
• Export  the bill preview to an excel sheet,  
• Mail  the bill preview. 

Here’s a sample bill preview using the Detailed overview template. You can learn more about the different bill printing templates here.

 

 

You can learn more about bill previews here. 
 

Create numbering for bills and invoices

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

• You can assign a bill counter to both bills and 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. 

You can learn more about setting bill and invoice numbering with counters here.

You can learn more about tracking changes to your bills with their individual action logs here.