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
Best answer by elena.pudova
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!
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.
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.
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!
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.