ApartmentADDA Frequently Asked Questions India's #1 Housing Society Portal

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Quick reference to invoicing setups/modifications.

Please follow below steps in case you are looking to setup a new invoicing formula for raising invoices automatically for next quarter/month/half year:

Step 1: Login to ADDA and go to Admin >> Income Tracker >> Setup.
Step 2: Set Frequency as Monthly/Quarterly/Half Yearly/ Yearly.
Step 3: Set flat categories from Track Flats if required. Else go to Step 4.
Step 4: Click on ‘Add rule’ and setup the formula.
Example – Maintenance Fee at the rate of Rs.3 per square feet.
Late payment applicable/Not applicable.
Service tax applicable/Not applicable. (Check Eligibility and No exemption setup if required)
Date the rate is effective from.
Step 5: Scroll down the page, you will find option to set simple interest rate at which the late penalty is to be calculated by the system.
Example – 22% per annum
Step 6: Set Grace period
Example – 10 days. That is after 10 days of invoicing date, system will start calculating late payment interest.
Similarly you can add more heads(if required) to your regular bills.
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.

Note i: 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.

Note ii: You can view the sample invoices that will be generated by system through,
Income Tracker >> Setup >> ‘Preview’ button.
In case you intend to make any changes in formula/bill you can follow below section before the invoicing date.

 


Please follow 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 ‘Revise Rule’ 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 per 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’).