Setup
How to Update/ Change the footer of the invoices?
You can change the header of the invoices by following the steps below: Step 1: Income Tracker -->> Setup -->> Customize bill. Step 2: Footer Member Income -->> Update the footer as per your requirement -->> Scroll down -->> Click 'Save changes'.
How to Update/ Change the Header of the invoices?
You can change the header of the invoices by following the steps below: Step 1: Go to Income tracker -->> Set up -->> Customize Bill -->> Against Header Update the details as per your requirement. This includes information such as the Homeowners ...
Different Types of Auto Invoicing setup available on ADDA?
Auto Invoice Generation - Different Types of Billing Setup 1.Standard Rule - Admin can make use of this option if the unit billing is based on Sqft/Flat Rate Income Tracker>>Setup>>Auto Invoicing Rules>>Add Line Item/Edit Line Item>>Standard Rule ...
How can one remove a bank account from the collection posting screen?
Please follow the below steps to remove a bank account from the collection posting screen: Step 1: Login to ADDA >> Admin >> Income Tracker >> Setup >> Other. Step 2: Scroll down to the bottom of the page, next to "Exclude below bank accounts from ...
How can the Customized Footer be modified for specific invoices?
If you need to include specific notes for particular invoices, you can utilize the following option. While it may not be required in most instances, if you encounter a unique scenario, such as the need to collect emergency funds, you can provide an ...
How to update the Payment Instructions which will be sent along with defaulter email?
Please follow the below steps to update the Payment Instructions which will be sent along with defaulter email: Step 1: Login to ADDA >> Admin >> Income Tracker >> Setup >> Other. Step 2: Scroll down little and next to "Payment Instruction", enter ...
How to update Footer - Utility Income & Non-Member Income?
You can update the Footer - Utility Income & Non-Member Income invoices by following the steps below: Step 1: Income Tracker >> Setup >> Customize bill. Step 2: Footer - Utility Income/ Non-Member Income >> Update the footer as per your requirement ...
What is the process for adding a new line item and configuring charges for auto invoicing on ADDA?
To add a new line item and set charges for auto invoicing on ADDA, please follow these steps: Step 1: Login to ADDA >> Admin >> Dashboard >> Income Tracker ->> Setup ->> Auto Invoicing >> Rules of "Category you have created" ->> Add Line Item >> Add ...
"Maintenance Fee Tracking yet to be Configured", this error is showing when the user goes to My Unit section on the ADDA App? How to troubleshoot this?
The error message 'Maintenance Fee Tracking is pending configuration' appears in users' ADDA App under 'My Unit' when the dues have not been made available for all units within your ADDA. As an Admin, you need to go to ADDA Admin Portal ->> Income ...
How can I enable GST option for Adhoc Invoices?
Ad-hoc invoices do not have the GST option enabled by default. If you wish to activate GST for these invoices, please follow the steps below: Login to ADDA ->> Admin ->> Income Tracker ->> Setup ->> GST ->> Enable the checkbox for "Post GST to all ...
How can I restrict the user data that can be seen on the defaulters page?
Please follow the below steps to restrict the user data that can be seen on the defaulters page: Login to ADDA >> Admin >> Income Tracker >> Setup >> Defaulters >> Check the checkboxes as show below:
How to enable interest breakup in the bill?
To enable interest breakup of the particular bill, please follow the below steps: Go to Income tracker >> Set up >> Other >> Check the check box: Show Interest Breakup in the Bill >> Save changes. Afterward, the breakdown of interest will appear on ...
How to Set up defaulter reminder?
You can set up the defaulter reminders (for multiple days in a month) by following the below steps: Go to Income tracker >> Set up >> Defaulters >> Below Send Automatic Reminders On >> You can select 4 different dates (On which the reminders will be ...
How to add the breakup of Total Dues in Defaulters List?
To send the breakup of total due in the defaulter's list, follow the below steps and enable the notifications: Step 1: Go to Income Tracker >> Set up >> Notifications. Step 2: Scroll to down, Enable the check box: Send the breakup of Total Due in ...
Can we set automatic reminder to the unpaid bills one day before the due date ?
To send a Reminder Automatically a day before the Due date for Unpaid Bills, kindly follow the below steps: Step 1: Go to Income tracker >> Set up >> Notifications. Step 2: Scroll down and enable the check box: Send a Reminder Automatically a day ...
How to enable the notifications to send emails to the residents whenever a invoice/receipt is posted against their unit?
To send the emails to the residents whenever a invoice/receipt is posted against their unit, kindly follow the below steps: Step 1: Go to Income tracker>>Setup>>Notifications. Step 2: Check the check box for "Send Receipts by email as and when ...
How to add Society Letter Head for Invoices and Receipts?
If you want your society letterhead to be reflected in the Invoices and Receipts, kindly follow the below steps: Step 1: Go to Income tracker>>Set up>>Other>>Click on Upload letter head. Step 2: In the New window, Choose the file(letter head to ...
How to update Bill Period for Manually generated invoices?
Bill period can be added for the manually generated invoices as well, so kindly follow the below steps to add the billing period. Step 1: Go to Income Tracker >> Set up >> Customize Bill. Step 2:Scroll down at the bottom and against "Bill Period & ...
How to update HSN and SAC code for Income Heads?
Kindly follow the below steps to update the HSN/SAC Code for Income heads: Step 1: Go to Income tracker>>Set up>>Income Accounts>>Click on update against the Account name and update the details. Step 2: Enter the HSN/SAC and Click on Save.
Rules to enable GST which is applied to the invoices in ADDA.
There are two rules to set up GST in ADDA for auto invoicing: 1.Eligibility : If checked GST will be applied only for the Flats whose Monthly Principal Amount exceeds ₹ 7500. For flats that have the Monthly Principal Amount below ₹ 7500, GST will not ...
How to Enable GST for the applicability in the Invoicing Rule?
You can set up the GST to be charged for the line item to the invoices posted through Auto invoice generation by following the below steps: Step 1:Go to Income tracker>>Set up>>Auto invoicing>>Click on Edit Line item. Step 2:A new window will pop up ...
How to change the rates in the existing formula which is set for auto invoicing?
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 the next quarter/month/half year : Step 1: Login to ADDA and go to Admin >> Income Tracker ...
How to ADD Invoicing Rule for the Auto invoicing in ADDA?
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: ...
How to Round off the Invoice Amount to 2 Decimal Places?
To Round off the Invoice amount to two decimal places, kindly follow the below steps: Step 1: Login to ADDA >> Admin>> Income Tracker>> Setup Step 2: By default, you will be on the 'Auto Invoicing' Tab, as shown in the below screenshot. Step 3: Check ...
How Admin can get a copy of receipts via email if payment was done through Payment Gateway?
When a payment is made through the payment gateway, the system will promptly send an alert to the administrators who have access to the Income Tracker. Additionally, a copy of the receipt will be forwarded to the respective administrators. Below are ...
How to set absorption of transaction charges to association for payment gateway?
Transactions charges can be absorbed by the association in case if decide to borne by society /association instead of the resident. Step 1: Go to Income Tracker >>Setup >>Payment Gateway. Step 2: Check the checkbox for Net Banking or Debit & Credit ...
What is Indemnity clause in ADDA payment Gateway?
The Indemnity Clause is relevant for the below case: ChargeBacks where a Resident makes a payment, Money reaches the Association and then Resident asks for the refund from the Payment Gateway (hence ADDA) claiming that the Merchant (association) has ...
How Admin can get a copy of receipts via email if payment was done through Payment Gateway?
In case of the payment made through the payment gateway, the system can send an instant alert to the Admin having Income tracker access. The system will send a copy of the receipt to the admin. following are the steps for enabling this notification: ...
How to set absorption of transaction charges to association for payment gateway?
Transactions charges can be absorbed by the association in case if decide to borne by society /association instead of the resident. Step 1: Go to Income Tracker >>Setup >>Payment Gateway Step 2: Check the checkbox for Net Banking or Debit & Credit ...
How to publish dues to all users of the flat?
To show the financial data to the resident and allowing a resident to make the payment using the ADDA gateway, the below configuration needs to be updated: Step 1: Login to ADDA >>Admin >> Income Tracker >> Setup >> Other Step 2: Enable the option of ...
How to enable the setting to send invoice emails to all member of the flat/Only Owners of the unit?
Following steps to be followed in case of society decides to send all invoices, Receipts, payment reminders emails to all member of the flat (both Owner & Tenant): Step 1: Go to Income tracker >>Setup >> Notification Step 2: Enable the checkbox for ...
How to Set up or change Simple Interest rate?
To add or change the simple interest rate in the invoices follows the below steps: Step 1: Go to Admin dashboard >> Income Tracker >> Setup >> Auto Invoicing Step 2: Scroll to the bottom very bottom of the page. Here you will find the Late payment ...
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 ...
Flat Rate vs. Annual Interest Rate calculated daily
The Best Practice method of Late Payment Penalty calculation uses an Annual Interest Rate on the Actual Outstanding, calculated on a Daily Basis. This method is legally sound, used by all Financial Institutions as well as explicitly mandated by some ...
How can I Change the Billing Frequency for Auto Invoicing in ADDA?
To change the billing frequency for auto invoicing, please follow the steps below: Step 1: Login to ADDA >> Admin>> Income Tracker>> Setup Step 2: By default, you will be on the 'Auto Invoicing' Tab, as shown in the below screenshot. Step 3: Here you ...
How is the Simple Interest Calculation done in ADDA?
Simple Interest: This is the most recommended and widely used method where Late Payment Fees will have to levy for delayed payments. Option 1 - Simple Interest p.a (Considered Billing is Monthly / Quarterly/ Semi-Annually / Annually) a. Considering ...