How to Post Credit note in batch or through excel template?

As an admin, if you intend to waive any charges for owners or tenants, you can generate a Credit Note. You can post credit notes in bulk by following the steps outlined below:

Batch upload:-

Step 1: Login to ADDA >> Admin >> Income Tracker >> Member Income >> Bulk Posting.

Step 2: Scroll to down little and you will find the option "Post Credit Notes in Bulk" >> Click on Credit Notes in Batch.

Step 3: In the new window, next to unit enter the Amount >> Comment >> Date >> Go down and Click on Save button.

Excel Upload:-
Step 1: Go to Admin >>Income Tracker >>Bulk Posting.

Step 2: Post Credit Notes in Bulk >> Posting via Excel >> Click on Credit Notes using Excel.

Step 3: In the new window, download excel template in step 1  >> Save in CSV format -- >> In excel template -- >>In column H Amount* -- >> In column I Comment* -- >> In column K Date .

Step 4: Go to the Batch posting --- >> Click on Credit Notes using Excel -- >> Go to the step 3 -- >> Browse this excel template -- >> Click on Upload Document -- >> In the new window, you will get a preview. Verify the details >> Go down and Click on Save button.

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