How to Update the Billing Name in Bulk?

How to Update the Billing Name in Bulk?

To update the billing name for multiple units at once, follow these steps:  

Step 1: Log in to the ADDA Portal and go to Admin. 


Step 2:  Navigate to Income Tracker >> Track Units >> Click on Essential Bulk Upload.  


Step 3: Click on Upload Using CSV of Mailing/Billing Address.


Step 4:  Download the CSV template, update the Billing Name in the relevant column, and save the file in CSV format.  


Step 5:  Go back to the Essential Bulk Upload section, click Browse, select the updated file, and click Preview.  


Step 6: Review the details and click Submit to finalize the update.  

Notes
Note: Ensure the file is correctly formatted in CSV to avoid errors during upload.  

Author: Sandhya

    • Related Articles

    • How can I edit the payee name on an existing receipt?

      To update the payee name on a receipt, follow these steps: Step 1 : Login to the ADDA - - >> Click on "Admin". Step 2 : Go to Income Tracker - - >> Member Income. Step 3 : Search for the relevant unit number and click on "View". Step 4 : Locate the ...

    • How to edit the bill-to-party name on existing invoices?

      Please follow the steps below to update the bill to party on existing invoices as an admin. Step 1: Login to ADDA - - >> Go to Income Tracker - - >> Member Income Step 2 : Search for the unit - - >> Select and open the bill where you wish to change ...

    • How to print the invoices in bulk?

      Please follow the steps below to print invoices in bulk as an admin. Step 1: Go to Income tracker - - >> Reports Step 2: Go to the report 'Member Invoices to Print'. Step 3: Based on the Invoice numbers, Open Invoices, and Invoice date you can fetch ...

    • How to Add/Edit Blocks in my ADDA?

      Please follow the steps below to add new blocks: Step 1:- Go to Units & Users > Click on Add Users. Step 2:- Scroll down to the bottom of the page and click the 'Add More Blocks' button. Step 3:- Enter one block name in each text box and click 'Add ...

    • How to upload Vendor Opening Balance in bulk?

      Please follow the steps below to upload vendor opening balance in bulk using excel upload. Step 1: Got to Expense Tracker > By Vendors > Bulk Posting. Step 2 : Click on 'Batch Upload Opening Balance From Excel'. Step 3: Download the Excel Template ...