Auto Billing Setup:
Automated billing systems in apartment complexes are designed to streamline and simplify the process of generating and managing bills for various services and utilities provided to residents. Which makes Management Committee job easy.
Please follow the below steps to set up billing in ADDA automatically for next quarter/month/half-year/year:
Step 1: Setting up Frequency of the Invoices
Go to Income Income >> Setup >> Auto Invoicing >> Auto Invoicing Rules >> Invoicing Frequency >> Set Frequency of billing as Monthly/Quarterly/Half Yearly/ Yearly as per your requirement.
Step 2: Set flat categories from the 'Track Flats' tab if required. If your Flat amount differs for each BHK like 1 BHK - Rs. 2,000/- , 2 BHK - Rs. 3,500/-.
Please follow the below link to get more details on Unit Categorizations:
Else go to Step 3.
Step 3: Setting Up Invoicing Formula:
3.1: Go to Income Income >> Setup >> Auto Invoicing >> Auto Invoicing Rules.
3.2: By default, the Maintenance Fee category will be preloaded. If you wish to keep using this category, you can select 'Edit Line Item' and adjust the rates to meet your specific needs.
For instance, you can modify the Maintenance Fee to be charged at a rate of Rs. 3 per square feet.
Late payment applicable/Not applicable. GST applicable/Not applicable.
Step 7: Go to Income Tracker >> Member Income >> Bulk Posting >> Click 'Generate auto invoices' link >> Check 'Enable Automatic Generation of Maintenance Bills' >> Save.
Hence invoices will be raised automatically on the next invoicing date.
1: For Monthly frequency auto invoicing date is 1st of every month. For Quarterly frequency, auto invoicing dates are 1 April, 1 July, 1 Oct and 1 Jan. For Half Yearly frequency, auto invoicing dates are 1 April and 1 Oct.2: You can view the sample invoices that will be generated by system through, Income Tracker >> Member Income >> Bulk Posting >> Post Invoice in Bulk >> Preview & Post Invoie.
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