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 >> Bulk Posting-->>Post Invoices in Bulk (Posting via Excel)
Step 2: Click on Multi-Line Invoices using Excel (5,10-15 Line Items are available) — >> In step 1 download excel template – >> Save in CSV format — >> In excel template — >> 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 3: Again go to the Invoices using Excel — >> Go to the step 3 — >> Click on Browse this template — > > Click on Upload document — > > Open new window 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 -- >> Amount -- >> Select income account head -- >> Comment -- >> Date -- >> Click on Calculate Total -- >> Put the Due date -- >> Click on Save.
How to reverse invoices in bulk?
Please follow the below steps to reverse invoices in Bulk (Including System generated): Step 1:Login to ADDA>>Admin>>Income Tracker >> Member Income >> Bulk Corrections >> Click ‘Reverse Invoices in Bulk’. Step 2: Fetch the invoices to be reversed. ...
How to generate invoices using ‘Preview and Post Invoices’?
You can now generate bulk invoices as per the setup for any date of the month without having to fill any excel template. Please follow the steps below to generate invoices using this option. 1. Go to Income Tracker > Member Income > Bulk Posting. 2. ...
How to generate Auto Invoices on ADDA?
If you want to generate system-generated invoices with a single click, please follow the steps below: Step 1: Log in to ADDA -->> Admin -->> Income Tracker -->> Member Income -->> Bulk Posting. Step 2: Under the section "Post Invoices in Bulk" -->> ...
How to reverse receipts in bulk?
Please follow the below steps to reverse receipts in Bulk: Step 1: Go to Income Tracker >> Member Income >> Bulk Corrections >> Click ‘Reverse Invoices in Bulk’. Step 2: Fetch the receipts to be reversed. Step 3. Cross-check the fetched data and then ...
How to remove comments from raised invoices?
Kindly follow the below steps to remove the comments from raised invoices: Step 1: Log in to ADDA -->> Income tracker -->> Member income -->> Bulk Corrections. Step 2: Click on Remove Comments -->> Fetch the invoices as per your requirement -->> ...