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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, 

 

1.Dear ​@Châu LE , 

Thank you for reaching out with your questions! I will try to clarify this. 

  1. 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. 
     

  2. 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:

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 🌸

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.
 

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, 

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