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 reverse.
Note: By default, access to the ‘Bulk Corrections’ tab is provided only to ADDA Moderator. Moderator can share these rights with other admins also (through ‘Control Access for Bulk Corrections’).
- Voided Transactions are not fetched.
- Payment Gateway Transactions cannot be reversed and are not fetched.
- Reconciled Transactions cannot be reversed and are not fetched. Please remove the Reconciliation in Bank & Cash if you would like to Reverse these Transactions.
- By following below link you can remove the reconciliation. http://faq.adda.io/how-can-i-un-reconcile-a-transaction/
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 Resend the Receipts through Email or SMS notification?
Please follow the steps below to Resend the Receipts through Email or SMS notification: Step 1: Go to Admin -->>Income Tracker -->> Receipts tab. Step 2: Click on Receipt Button -->> Either fetch the Receipts through the date or Receipts No -->> ...
How to fetch the Unsent SMS receipts?
Step 1:- Go to Admin >>Income Tracker >> Receipt and Invoices tab. Step 2:- Click on Receipt Button — >> Click on fetch unsent SMS receipts tab. Step 3:-Go down and click on Select All button — >> Click on Email Or SMS – >> Click on Send E – receipt.
How to give access to bulk correction to other admins?
The complete access to Bulk Correction is available with the Moderator of the ADDA. However, the access can be given to the other admins only by the Moderator. You will find this option under Income Tracker -> Bulk corrections.
How to Reverse a Vendor invoice?
To reverse the vendor invoices, kindly follow the below steps: Step 1: Go to Expense tracker>>By vendors>>Click on view against the vendor against which you want to reverse the invoice. Step 2:Click on a reverse against the Vendor invoice number ...