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.
Helpful?
Related Articles
Different Types of Auto Invoicing setup available on ADDA?
Auto Invoice Generation - Different Types of Billing Setup 1.Standard Rule - Admin can make use of this option if the unit billing is based on Sqft/Flat Rate Income Tracker>>Setup>>Auto Invoicing Rules>>Add Line Item/Edit Line Item>>Standard Rule ...What is the process for adding a new line item and configuring charges for auto invoicing on ADDA?
To add a new line item and set charges for auto invoicing on ADDA, please follow these steps: Step 1: Login to ADDA >> Admin >> Dashboard >> Income Tracker ->> Setup ->> Auto Invoicing >> Rules of "Category you have created" ->> Add Line Item >> Add ...How can I add a user using the ADDA Admin App?
Login to ADDA Admin App -->> Users tab -->> Active -->> Click on the "+" sign to add users. There are two ways to add user using the App i.e Manually & From Phone Contacts: 1. To Add User Manually: Click on "Add Manually" -->>Enter all the user ...How can Admin add users to ADDA?
Administrators can directly add users to ADDA when there is a new owner/tenant by following the steps below: Step 1: After logging in, go to Admin >> Units & Users>> ADD Users. Step 2: Fill all the information such as Name, Block, Flat No., Mobile ...How to Add a User Using the ADDA App?
To add a new member to your unit using the ADDA app, follow either of the two methods below. Please note that the new member will be able to access the app only after approval from the community admin or management. Method 1: Using the Dashboard ...