Hello,

Great exercise!

However, if a bill is paid in full, we can only close it as a bill, not as an invoice. This might depend on system settings - possibly related to receivables tracking?

I’d also love to see a similar exercise that involves only an invoice, with no external payments, so we can use it for internal training purposes.

Additionally, it would be great to see more exercises covering scenarios like correcting the amount of a product, reissuing an invoice to a different company, and similar variations.

Hi,

i am just wondering why you are using the rebate function and not reeisue as open bill function.

This would then avoid a ghost refund/payment und breakfast could be easily canceled via items. No need to manage ghost refund/payments 

Best

Linus

Hey,
Great input! I noticed this too - in the exercise, the "Reissue as open bill" option wasn't available.
Maybe this was intentional to give us a deeper understanding of how to process a rebate manually ?  

Hey, 

yes that could be true. In our properties we do not use rebate itself as there are other options that usually fit better like changing billing details or reissue as open bill. We did had soe issues with our accounting team and front office staff using rebate itself. 

But this may be depending on the operations, SOPS and properties.

So would be best if Mews does include all rebate options and give recommondations which to use for each reason. 

Best

Hi Linus, hi Robin,

long time no see, I hope you are both doing great! 

Thank you so much for your feedback on this activity, we really appreciate your inputs and had a long discussion around the topic. First, I wanted to respond to your comments on the activity:

• ​@Robin Gustavsson , you’re right, it’s not possible to manually identify a bill as an invoice when you close it as paid. The only way to achieve it in Mews is indeed with receivable tracking on, closing it as an unpaid invoice, then registering the payment in Mews.
• ​@Robin Gustavsson , again right that it was semi-intentional. Reissue as open bill isn’t available for invoices closed with receivable tracking, so this scenario required the user to use Rebate… but it’s also because we do see some use cases that call for the flexibility of the rebate flow, so wanted to teach that.
• ​@Linus.Bihn , I love the suggestion of a straightforward  “scenarios —> solution” learning and we’ve started work on just that (specifically for closed bill corrections now but we will look at invoices after too). 

With that in mind, and because this is arguably one of the more difficult and situational topics, I’d love to get your input on the scenarios and the matchings below. The first three I think are quite straightforward but it’s those last two that are tricky:

1. Change billing address → Change billing address 
2. Add items to a closed bill → Reissue 
3. Refund a closed bill in full → Rebate & refund
4. Refund part of a closed bill and no issue of a new bill → Partial rebate & refund
5. Refund part of a closed bill and issue a new bill → Rebate or reissue? ​@Linus.Bihn if you use reissue here how do you manage the payment on the new reissued bill?

Happy to take this off the community and jump on a call to discuss this, and maybe brainstorm a list of other scenarios you experience. 

Let me know but in the meantime have a fantastic day! 

Hey ​@matt.jeffrey ,

indeed long time no see!

We should schedule a teams meeting and go into the different szenarios 

How about next week?

Best

Linus