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

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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