Hi Everyone,
Could someone please clarify the correct procedure for credit notes?
I'm unsure why I need to create a bill counter in order to issue a credit note for an invoice.
Is this step necessary, or can I simply reissue the invoice if a credit note is required?
Thank you for your help! :)
Hi
apologies for the delayed response.
Creating a bill counter is necessary to maintain a clear audit trail and balance out the new closed invoice.
To create a bill counter for credit notes in Mews Operations, follow these steps:
1. In Mews Operations, go to the main menu > Settings > Property > Finance.
2. Click Counters.
3. Select the Credit note counters tab. Then click + Add.
4. Mews displays the Create credit note counter side-window.
5. Fill out the remaining fields using the guide.
6. Click Save.
In Mews Operations, if you make changes to an issued invoice or closed bill, a credit note is automatically generated. This helps maintain a clear audit trail and balance out the new closed invoice.
To view the credit note, you can go to the Owned bills section of the customer or company Dashboard or the new invoice/bill preview.
You can find more information on this here: Understanding Linked Documents in Mews Operations After Making Changes to Issued Invoices and Closed Bills
Does this help?
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