How can I Change the Billing Frequency for Auto Invoicing in ADDA?
To change the billing frequency for auto invoicing, please follow the steps below:
Step 1: Login to ADDA >> Admin>> Income Tracker>> Setup
Step 2: By default, you will be on the 'Auto Invoicing' Tab, as shown in the below screenshot.
Step 3: Here you can edit the billing frequency and Save changes.
How to change the rates in the existing formula which is set for auto invoicing?
Please follow the below steps in case you want to make any changes in the existing invoicing formula based on which system can generate bills automatically for the next quarter/month/half year : Step 1: Login to ADDA and go to Admin >> Income ...
Quick reference to invoicing setups/modifications.
Please follow the below steps in case you are looking to set up a new invoicing formula for raising invoices automatically for next quarter/month/half-year/year: Step 1: Login to ADDA and go to Admin >> Income Tracker >> Setup. Step 2: Set Frequency ...
How to ADD Invoicing Rule for the Auto invoicing in ADDA?
Under Income tracker>>Track units>>Unit Category you will set up the different categories for units in your ADDA and you can set up the rules for the same by following the below steps: Step 1: Login to ADDA and go to Admin >> Income Tracker >> Setup. ...
How to enable or disable the Auto generation of Invoices?
Auto Invoice generation command can be controlled by admin, they can enable or disable as per the requirement. The following steps help the same: Step 1: Go to Admin Dashboard >> Income Tracker >> Member Income >> Bulk Posting>> Under section 'Post ...
How to generate Auto Invoices?
Step 1: Go to Admin >> Income Tracker >> Bulk Posting. Step 2: Under the section Post Invoices in Bulk, Click on the link 'Generate Auto-Invoices. Step 3:Enter Date as per your requirement >> Click on Generate where Applicable. (Before click on you ...