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site title: Closing Bill Issues from recent release: Credit no...

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closing bill issues from recent release credit note not visible mews community skip to main content community getting started discuss mews products accounting closing bill issues from recent release credit note not visible solved closing bill issues from recent release credit note not visible forum forum 1 year ago november 26 2024 3 replies 182 views châu le navigator hi mews community i would like to know if any of your hotels are facing an issue regarding the management of adjustments and credit notes in our hotels when trying to create a credit note it is impossible to view it and correctly associate it with the following items bill payment for exemple an invoice for 900 a credit note for 150 a payment of 750 the balance should be balanced the issues encountered are the credit note is marked as unpaid when it is actually a refund and it is listed under invoice xxx although it is not an invoice it is impossible to reconcile the unpaid invoice as the credit note is neither assignable nor identifiable in the system previously there was a line in the billing tab are you facing this issue too if so how did you solve it any tips would be greatly appreciated best regards best answer by elena pudova dear châu le thank you for clarifying this in this case you can still proceed with a partial rebate if you wish or reissue the full bill and do necessary corrections as you mentioned you can find some more details here how to correct a closed bill in mews operations warm regards accounting payments billing 1 person likes this like share closed for commenting if you have a follow up or related question please create a new question this helps us keep topics up to date 3 replies oldest first newest first best voted 1 elena pudova mews employee forum forum 1 year ago november 27 2024 1 dear châu le thank you for reaching out with your questions i will try to clarify this invoices vs credit notes it appears that both of the documents you ve mentioned are invoices created using the issue invoice option one might have a positive value while the other has a negative value but neither of these documents is a credit note i wanted to point this out because we also offer a specific document type called a credit note which is created when you use the re issue bill option for example tracking unpaid invoices you are correct in noting that we no longer track unpaid invoices under the receivable payment line in the billing tab however you can still track both paid and unpaid invoices the updated process works as follows once you issue an invoice it will automatically be marked as unpaid and will appear in the dashboard tab after you link a payment to the invoice its status will be updated to paid if there is an invoice with a negative value it can still be linked to a payment a refund for further details you can refer the following articles more information about invoices and credit notes how to link payments to invoices and there is also more information about the new way of tracking invoice payments i hope this helps but if you have any further questions or if you still find it difficult to associate a negative invoice credit note with a payment please share more details of the issue with me and i will do my best to assist warm regards elena 1 person likes this like châu le author navigator forum forum 1 year ago december 2 2024 hi elena pudova thank you for your response i think we dont talk about same processes we issued an invoice but one of the billable items was adjusted because the client wasn t supposed to pay for it instead of canceling the entire invoice we adjusted the specific billable item which will be recorded for consideration in a future invoice this adjustment is not a refund and we are offering the client the option to pay the adjusted amount the total invoice amount minus the adjusted item previously our process didn t require reissuing the invoice for such adjustments however after the recent update it seems the process now requires a full reissue regards châu like 1 elena pudova mews employee answer forum forum 1 year ago december 4 2024 dear châu le thank you for clarifying this in this case you can still proceed with a partial rebate if you wish or reissue the full bill and do necessary corrections as you mentioned you can find some more details here how to correct a closed bill in mews operations warm regards elena 2 people like this like ask the community powered by gainsight terms and conditions cookie settings accessibility statement join the mews community welcome mews customers please use the same email address for registration as in your mews account by doing so we can help you faster if we might need to check something in your account already have an account login username your mews account e mail first name last name property hotel name country where is the property located australia austria belgium canada costa rica croatia cyprus czech republic denmark dominican republic ecuador egypt estonia finland 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