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

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

Batch upload:-
Step 1: Go to Admin >>Income Tracker >>Bulk Posting-->>Post Credit Notes in Bulk (Direct Posting).

Step 2: Click on Credit Notes in Batch-- >> Amount -- >> Comment -- >> Date -- >> Go down and Click on Save button.


Excel Upload:-
Step 1: Go to Admin >>Income Tracker >>Bulk Posting-->>Post Credit Notes in Bulk (Posting via Excel)


Step 2: Click on Credit Notes using Excel -- >> In step 1 download excel template - >> Save in CSV format -- >> In excel template -- >>In column H Amount* -- >> In column I Comment* -- >> In column K Date .

Step 3: Go to the Batch posting --- >> Click on Credit Notes using Excel -- >> Go to the step 3 -- >> Browse this excel template -- >> Click on Upload Document -- >> Go down and Click on Save button.

PS: Below Screenshots are the pictorial path that guides you to the above steps.

Step 1:


Step 2:



    • Related Articles

    • How to Post the Collection in batch or using excel Template?

      Batch upload : Step 1 :- Go to Admin >>Income Tracker >> Bulk Posting Step2:- Click on Collections in Batch -- >> Amount -- >> Select Instrument Type -- >> Instrument Number ( Put the Cheque no. ) -- >> Instrument Bank (put the Bank name) -- >> ...

    • How to Upload Non Member Income in Batch & Excel Template ?

      Please follow the below steps to Upload Non Member Income in Batch & Excel Template: Batch upload: Step 1: Go to Admin Dashboard >>Income Tracker Step 2: Go to the Non member Income Tab — >> Click on Batch Upload Non Member Income — >> Select ...

    • How can I post credit note with GST?

      A Credit Note can be posted in case you want to offer an incentive to members or you might want to correct an incorrectly levied charge. If you wish to post Credit Note with GST you will be able to post it only as an Account Specific Credit Note. ...

    • How to post credit note to non member Income?

      We can post the credit to non-member Income with the below steps: Step 1: Go to Admin >>Income tracker >>Non-Member Income Step 2: Click on the Invoice button respective to the vendor. Step 3: At the bottom, click on the 'Post a credit note' option. ...

    • How Can I post a credit note for an Individual unit?

      A Credit Note can be posted in case you want to offer an incentive to members or you might want to correct an incorrectly levied charge. Step 1: Log in to ADDA -->> Admin -->> Income Tracker -->> Member Income Step 2: Filter on the necessary units ...