Quick reference to invoicing setups/modifications.

Quick reference to invoicing setups/modifications.

Automated billing systems in apartment complexes are designed to streamline and simplify the process of generating and managing bills for various services and utilities provided to residents. Which makes Management Committee job easy.

Please follow the below steps to set up billing in ADDA automatically for next quarter/month/half-year/year:

Step 1: Setting up Frequency of the Invoices

Go to Income Income >> Setup >> Auto Invoicing >> Auto Invoicing Rules >> Invoicing Frequency >> Set Frequency of billing as Monthly/Quarterly/Half Yearly/ Yearly as per your requirement.



Step 2: Set flat categories from the 'Track Flats' tab if required. If your Flat amount differs for each BHK like 1 BHK - Rs. 2,000/- , 2 BHK - Rs. 3,500/-. 

Please follow the below link to get more details on Unit Categorizations:


Else go to Step 3.

Step 3: Setting Up Invoicing Formula: 

3.1: Go to Income Income >> Setup >> Auto Invoicing >> Auto Invoicing Rules. 


3.2: By default, the Maintenance Fee category will be preloaded. If you wish to keep using this category, you can select 'Edit Line Item' and adjust the rates to meet your specific needs.
For instance, you can modify the Maintenance Fee to be charged at a rate of Rs. 3 per square feet.



Late payment applicable/Not applicable. GST applicable/Not applicable.

Step 7: Go to Income Tracker >> Member Income >> Bulk Posting >> Click 'Generate auto invoices' link >> Check 'Enable Automatic Generation of Maintenance Bills' >> Save.


Hence invoices will be raised automatically on the next invoicing date.


1: For Monthly frequency auto invoicing date is 1st of every month.  For Quarterly frequency, auto invoicing dates are 1 April, 1 July, 1 Oct and 1 Jan. For Half Yearly frequency, auto invoicing dates are 1 April and 1 Oct.
2: You can view the sample invoices that will be generated by system through, Income Tracker >> Member Income >> Bulk Posting >> Post Invoice in Bulk >> Preview & Post Invoie.
Note ii: You can view the sample invoices that will be generated by system through,
Income Tracker >> Setup >> 'Preview Invoice' button.
In case you intend to make any changes in formula/bill you can follow the below section before the invoicing date.
Please follow the below steps in case you want to make any changes in the existing invoicing formula based on which system can generate bills automatically for next quarter/month/half year :

Step 1: Login to ADDA and go to Admin >> Income Tracker >> Setup.
Step 2: Find the rule you want to change and click on the 'Edit Line Item' button shown corresponding to it.
Step 3: Change the rates or any other data required and Save.


Hence invoices will be raised automatically on the next invoicing date.
 
After invoice generation if you find any changes required and intend to do bulk invoice reversals, please follow below steps:

Step 1: Go to Income Tracker >> Member Income >> Bulk Corrections >> Click 'Reverse Invoices in Bulk'
Step 2: Fetch the invoices to be reversed.
Step 3: Cross-check the fetched data and then reverse.


Hence you can regenerate the invoices as required.

Note: By default, access to 'Bulk Corrections' is provided only to ADDA Moderator. Moderator can share these rights with other admins also (through 'Control Access for Bulk Corrections').

In case you wish to know more on invoice generation or any other sub modules under Income Tracker, please refer to this link for further FAQ's :https://support.adda.io/portal/en/kb/product-success/income-tracker