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Hi Everyone,

I wanted to know what is the correct procedure for handling Proforma Invocies for group bookings.

I would like to send a pro-forma invoice when booking the group, but I do not yet have the list of rooms, How should i do it?

At moment I make invoices in an excel file, but i would like to start use Mews.

Thank you for youyr help!

Manny

Hi ​@Manny  Yes, you can do this. 👍🏻

The process to handle proforma invoices for group bookings without a room list is as follows:

1. Download a blank rooming list template from any group reservation.

2. Send the template to the group reservation contact to fill in the necessary details.

3. Import the completed template back into Mews Operations.

For detailed instructions, you can refer to the article on managing group reservations with a rooming list.

We have a guide that give you step by step on how to do this here: Manage group reservations with a rooming list

 


 


Hi Sarah,

 

Thank you for your response! 😊 I am responsible for booking and managing the room list, as well as sending invoices to the groups.

I can only download the room list from a group booking where I have room pick-up. Without room pick-up, I'm unable to access the room list.

Just to clarify, following your instructions: I could download the room list from any group and, I can add name(ex Booker or group name) and import them into the group reservation in order to generate the proforma invoice. Is that correct?

Usually, I provide the proforma invoice when they sign the contract to give them an initial preview.

thank you:)


Dear ​@Manny 

Thank you for your question.

Could you please confirm if I understand correctly that you are asking about a way to obtain a rooming list or proforma invoice for the availability block? If not - could you let me know what you mean by "reservation without a room pickup"?

To clarify, you can only issue a proforma invoice and download the rooming list for reservations that have already been picked up from the block. Please let me know if I have misunderstood your request.

Regarding your second point, you can issue a proforma invoice for any reservation, whether it's a group booking or not, but not for the availability block if no reservations have been picked up yet. The room allocation will be reflected on the proforma invoice. If the rooms haven’t been assigned yet (i.e., the reservation has been picked up, but rooms haven't been assigned), the invoice will list the room types, but no room numbers will be included.

I hope this helps. If not, please feel free to share more details about the issue you're trying to resolve, and I will look into it. 

Warm regards 🌸
Elena 


Hi  @elena.pudova  

 

sorry for the misunderstanding,

So I cannot download an “empty rooming list” and I cannot issue the proforma invoice”  if the rooms are not picked up from the block.

But you answered my question regarding the proforma invoices: but not for the availability block if no reservations have been picked up yet.

I thought there was a way to send a proforma invoice even though the rooms are not picked up from block:)

 

thank you for the help:)

 


Hi ​@Manny

Thank you for clarifying this. I'm glad I was able to help! :)

Currently, it’s not possible to issue a proforma for a block without any picked-up reservations. I’ve checked our feedback forum, and it seems no one has submitted this idea yet. If you think this would be a useful feature, please feel free to share it on our feedback forum. Our product team reviews the ideas submitted there and considers them when building our roadmap. 

If you see someone else’s idea that you like, feel free to give it a like as well!

Warm regards 🌸 


Hi ​@elena.pudova,

 

I will do so:) good to know about the forum:)

thank you again for your help.

 

Have a nice day:)

Manny


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