How to raise invoices in bulk on ADDA?

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.


    • Related Articles

    • 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 ...

    • How to generate invoices using ‘Preview and Post Invoices’?

      Now, you have the ability to generate multiple invoices according to your predefined settings for any day of the month, eliminating the need to manually complete an Excel template. Please follow the steps below to generate invoices using this option: ...

    • 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 into ADDA >> Admin >> Income Tracker >> Member Income >> Bulk Posting. Step 2: Under the section "Post Invoices in Bulk" >> Click on the ...

    • 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 based Invoice Date/Invoice Date/Posted Date. ...

    • How can Admins raise Ad-hoc Invoice to Members?

      Follow the below steps to raise Ad-Hoc invoices to Members: Step 1: Log in to ADDA -->> Admin -->> Income Tracker -->> Member Income. Step 2: Click on the Invoice tab of a particular flat to whom the Ad-hoc invoice has to be raised. Step 3: Enter the ...