How to change the rates in the existing formula which is set for auto invoicing?

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 :

‚Äč

Step 1: Login to ADDA and go to Admin >> Income Tracker >> Setup.
Step 2: Find the rule you want to change and click on the 'Edit Line Item' button shown corresponding to it.
Step 3: Change the rates or any other data required and Save.

Hence invoices will be raised automatically on the next invoicing date.

    • Related Articles

    • 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 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 ...
    • 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 Set up or change Simple Interest rate?

      To add or change the simple interest rate in the invoices follows the below steps: Step 1: Go to Admin dashboard >> Income Tracker >> Setup >> Auto Invoicing Step 2: Scroll to the bottom very bottom of the page. Here you will find the Late payment ...
    • How to setup billing formula for utility billing?

      Please follow the steps below to setup billing formula for utility billing : Step 1: Go to Admin Dashboard-->>Utility Tracker-->>Set Up Step 2: Add Meter Rule-->>Select the Income Head from the Drop down option-->>Add the slabs if applicable-->>Enter ...