How to raise invoices in bulk on ADDA?

There are two ways to post invoices in bulk on ADDA i.e using Excel and Batch Upload.

1. Excel Posting:-

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

Step 2: Post Invoices in Bulk >> Posting via Excel >> You can select Invoices using Excel (Even you can choose multiline invoice 5,10-15 Line Items are available) .

Step 3: In step 1 download excel template >> Save in CSV format >> In excel template (Do not edit any details till G column i.e. Current Due) >> In Column H i.e. AccountNo.1*(mention income account GL no.) >> In column I i.e. Amount1* (mention amount ) >> In Column J i.e. Comment1* (mention Comment). >> follow the same steps for all the line items and then in Column BA type in Invoice Date in DD/MM/YYYY.

Step 4: Again go to the Invoices using Excel >> Go to the step 3 >> Click on Browse this template > > Click on Upload document >> Open new window, you will have a preview >> Verify the details and go down > > Click on Calculate total >> Put the Due Date >> Click on Save.

2. Batch Upload :-

Step 1: Go to Admin >> Income Tracker >> Bulk Posting >> Post Invoices in Bulk >> Direct Posting.

Step 2: Click on Invoices in Batch >> Against the unit enter the Amount >> Select income account head >> Comment >> Date >> Click on Calculate Total >> Put the Due date >> Click on Save.

Note: If you are applying the same amount to all units, utilize the "Or Add the Following adhoc fee to all the Units" option located at the bottom of the page. After selecting Bulk Posting >> Post Invoices in Bulk >> Direct Posting. As shown above, Input the Invoice Amount, choose the Income Account, provide Comments, set the Due Date, and click 'Add Adhoc Fee to all'. Review the preview to ensure accuracy, then click on Calculate Total >> Save.