Invoice Printing

The instructions in this article relate to Invoice Printing (Preview). The icon may be located on your StrataMax Desktop or found using the StrataMax Search.

Invoice Printing (Preview) is for printing invoices using Report Distribution for a specific debtor account, including owner and second debtor accounts as well as from GLMax.

Security Setup

Access to Debtor Invoices (Preview)  can be configured by allowing access to Invoice Entry in Security Setup.

The other areas to consider for access include: Debtor invoice configuration, Print Invoices, Print Invoices for second debtors, Scheduled Debtor Invoices, Invoice Entry Edit and Reverse, Invoice Entry notes, View invoice notes.

Invoice Printing

To print an Invoice, this can be completed at entry stage from Debtor Invoice icon using the Save and Print button, or from Invoice Printing which will open the Debtor Invoice Report Distribution screen. 

1. Search or select Invoice Printing.
2. Tag the Lot or Debtor and review the Distribution Method, include any additional attachments clicking the +Report or Attachment button. 
3. Click the cogwheel to view Configuration options. The Report Period section can be adjusted for a range:
   • Year to date: will produce all invoices for the Current Year to today's date.
   • Year to date - include old year: will produce all invoices for the Current Year to today's date including the Old Year.
   • Month to Date: will produce all invoices created for the Current Month to today's date.
   • All history: all invoices.
   • Date range: enter in a Start date for date range report and End Date for date range report for invoices required. 
   • Show Brought Forward: Include the Brought Forward balance on the invoice.
   • Message Maker: opens Message Maker.
   • Print Message: Tick to include the message from Message Maker. 
   • Update Due Date: Update the Due Date of the original Invoice. 
4.  Click Proceed.