How to ADD Invoicing Rule for the Auto invoicing in ADDA?
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:
If the Categories are created or not applicable, you can go head and create the invoice rules.
Step 1: Go to Income Income >> Setup >> Auto Invoicing >> Auto Invoicing Rules.
Step 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.
Or if you wish to add new income head, please click on 'Add Line Item' >> Enter Details >> 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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