Streamline Your Maintenance Receipt Format for NPOs with airSlate SignNow

Maintenance receipt format for NPOs

I had created couple of videos on Housing Society maintenance calculations and you all loved it a lot I would like to thank you all for this many of you also asked for the receipt of Housing Society maintenance first of all I would like to apologize to all of them who were asking for this video from long time so let's Deep dive in Excel and msword and create most awaited format in this video we are going to use Excel as well as msword hi my name is Vijay and you are watching office Mom let's start the video without any delays this is the format which we had created in our last video of Housing Society maintenance we are going to use the same format by adding few things so let me take all the things in a new file we'll copy this file control C or command C we'll open a blank workbook and we'll paste over here we are going to create the receipts for the month of January and this is the data which I had taken from my example file I'll copy this once again control C your command C we'll right click the mouse paste spal and we'll paste all the things as values now I'll delete this we'll select the whole file and we'll unmerge all the cells now I'll delete all these heads we'll click just in front of bhk size and we'll insert a column insert we'll insert one more column insert this will be bhk area and this will be owner's name I'll adjust the column size I'll take some random area over here owner's name I'll take onor name from my example file control C or command C we'll go to my blank format and we'll paste p over here past spal values we'll take this in left now I'll click over here and we'll insert few columns this will be maintenance charges or maintenance amount repair fund syncing fund miscellanous we come to right we'll insert one column over here this will be areas amount now I'll come to right we'll click over here and we'll insert one column this will be total we'll take this in Center we'll come to extreme right and we'll typ amount in rupees we'll adjust the column size we'll click over here we'll go to home we'll click on format painter and we'll click on amount in rupee we'll take this in Center we'll select this and we'll create borders in maintenance charges I'll just copy this or I'll do one thing I'll delete maintenance charges from here delete and we'll make this as maintenance charges I'm just taking random figures Plus or equal to repair fund plus syncing fund plus miscellaneous Plus areer amount plus maintenance charges and we'll hit enter we'll come to right and we'll drag this down payable amount I'll delete this and pable amount will be plus or equal to Total plus non-occupancy charges plus annual interest and we'll hit enter we are getting some error I'll put zeros over here now I'll drag this down we'll come to write amount in rupee for amount in rupee we will have to put a code I'll provide link of the code in description box in case you want to download you can so let's go to our code this is our code now I'll copy this control C or command C we'll go to developer and from here I'll go to Visual Basic we'll go on top insert and I'll select module and I'll paste the code over here control V or command V now I'll click on Excel we'll click over here and we'll insert formula Plus or equal to spell and we got spell number we will select this bracket open we will select the payable amount we'll close the bracket and we'll hit enter and we got amount in rupee I'll drag this down or we'll double click over here we'll adjust the column size so here the work of excel ends now we will go to Ms word so this is the blank Ms Word file I'll go to layout margins and I'll select narrow here I'll type name of the society we'll select this we'll go to home and we'll take all the things in Center we'll make this bold I'll click over here and we'll hit enter I'll type registered number and all the details of the Society I'm just taking some random figures now I'll type address I'll take this little bit down we'll select this and we'll make the font size small we'll remove bold we'll press enter phone number email address or email I'll hit enter we'll align this in left we'll go to insert table and we will select nearly five to six in in case anything will be less we can insert it later in case anything will be more we can delete it here we will type bill for the month off we'll select this we'll go to home and we'll take this in Center we'll select the whole table we'll go in layout and we'll take all the things in mid we'll increase the column size we'll make this bigger means we will increase the size now I'll come down let's increase the row sizes a little bit I'll select this we'll go to layout and we'll increase the height we'll do this 6 cm we'll click over here let's take all the things in left means let's align all the things in left flat number we'll come in the center build date we'll come to right this will be due date we'll adjust the space now I'll click over here this will be name we'll come to right this will be area means size of the flat we'll click over here now this will be repair fund maintenance charges we need more rows we'll click over here we'll go to layer out and we will increase few rows syncing fund non-occupancy charges miscellaneous we leave this blank will come down this will be total areas amount current interest 21% perom on areas we'll click over here we'll right click the mouse and we'll add this to dictionary we'll insert one more row this will be grand total pable now we will go to layout draw table and we'll draw a line over over here we'll draw a line over here also for the amount now we will click on eraser and we'll erase this so we got a gap or space and it's looking better now we'll click just under grand total pable this will be amount in rupees we'll come down we'll go to insert table and we'll select a box we'll adjust the size this will be for notes I'll take this down you can put any note over here I'll take the notes from my example file and will'll paste over here we'll delete this you can put whatever you want and in case you want to use my format you can now I'll come down and we'll type society's name for bet I'll copy this control C or command C and we'll paste over here we'll make this bold we'll adjust the font size we'll come down over here I'll type chairman slash secretary SL treaser and our blank format is ready now we are going to connect this format with our Excel file and we will create all the receipts in bulk whether you have 50 100,000 or LHS I'll select the whole receipt CR a we'll go to home and we'll change the font style whatever you want to make bold you can over here we will type one thing manually bill for the month off and it will be for January 2024 I'll select this and we change the color in case you want to put the color in the receipt you can but mostly black and white receipt is used for housing Society maintenance we'll reduce the font size now we will go to mailing tab on the right hand side all the things are inactive right now so first of all we will have to go in start mail merge we will click on the drop down and we'll click on labels label option got opened and we have to select the very first one 1 by two letter or half letter and we have to do okay a dialog box will pop up mail merge and over here in the end it's written any concept changes to this document will be lost so don't cancel this click on okay all the things will vanish don't worry just press control Z or command Zed and all the things will be back select recipients I'll close this now we have to go on select recipients over here we get couple of options like create a new list use an existing list we are going to use our existing list and our existing list will be the Excel file which we had created right now so I'll click over here we'll go to my folder and this is the spreadsheet book two which we had created right now I'll click on open we got a popup we will just click on yes because over here it's written choose yes to open this file only if you are sure it is from a trusted Source I'll do yes and I'll do okay I'll close this now we have to go on insert merged field earlier it was inactive now it got active we'll click on the drop down and over here we have got all the heads I'll click on my receipt I'll click just in front of flat number we'll go to insert merg field and from here I'll click on flat number we'll close this over here we haven't got flat number but it's written flat number now we will go on build it we'll go to insert merge field but before that we will take this in little bit left side build ite we'll go to insert merge field and we select build date from here I think we will have to take this little bit left side due date we'll go to insert merge field once again and we'll select payment date this is our due date we'll take this little bit left now we will click on name we'll go to insert merge field and we select owner's name from here just one thing to mention HS can be anywhere in the list but don't worry you can select anything from anywhere I'll click on owner's name we got area I'll click over here and we'll take this in left area we'll go to insert merge field and we'll say bhk area for repair fund we will have to click over here insert merge field and we'll select repair Fund in the same way we will connect all the things means all the heads over here amount in rupee you can insert over here or in case you want to insert it down you can I'll hit enter insert mod fit and we select amount in rupees we'll take this little bit down now we will go to insert and we'll insert page number in case you want to insert on top you can in case you want to insert in bottom it's totally up to you we'll click on page number over here we get the option of position bottom of page footer so I'll leave it as footer alignment should be left center right inside or outside I'll select Center show number on first page so our bill will be off just one page so I'll leave it clicked and we'll do okay so all the things are done now just a small command is pending we will we go to mailing tab once again we will come to right side and over here we get the option of finish and merge I'll click over here means I'll click on the drop down we get two options edit individual documents or print document we will click on edit individual documents and boom all the receipts got created this is for a101 Albert when we come down this is for flat number a102 Alexander now I'll save this file as PDF I'm using MacBook so I've got the option on top file save as I'll give the name it will be January receipt 2024 I want to save this in Housing Society folder we'll click over here and we'll select PDF I got two options best for electronic distribution or best for printing in case you are going to give hard copy click on best for printing in case you are going to mail it click on First Option best for electronic distribution and click on export while doing this ensure you have got active internet now let's see how our receipt looks in PDF file and this is the receipt what we had created right now I'll open this this is the first receipt and all the receipts are over here total 21 receipts got created in a single click you can create as many receipts as you want so our receipt is ready now I'll provide link of this file in description box in case you want to download you can I'm sure you must have loved the video please don't forget to like share and subscribe see you soon with a new topic till then bye-bye