Invoice Printing

The instructions in this article relate to Invoice PrintingThe icon is available on the StrataMax Desktop or GLMax Desktop, or found using the StrataMax Search.

Invoice Printing will print invoices for debits made in Invoice Entry. The following instructions are provided for printing all unprinted invoices. At the bottom there are some variations noted for reprinting any invoices. Multiple invoices charges will appear on the same Invoice page if they have not been printed previously.

Each invoice entry item will have it's own invoice reference, this is the 'M' number. If a previous invoice charge needs to be reprinted, you will need to determine that specific invoice number and ensure that it falls within the 'Invoice Number Range' Start and Finish fields.

Printing Unprinted Invoices 

  1. Search or select Invoice Printing
  2. In the Select Lots tab (for StrataMax Buildings) or Select Debtors tab (for GLMax Companies), tag required accounts.
  3. Select the Message tab.
    • Type in a temporary message to use for this print only, or select a different message by clicking Message Maker and selecting a new message. For more information on the message maker see Message Maker.
  4. Select the Conditions tab.
    • Report Order: Select one of the following to print the arrears notices in that order:
      • Account Number - Print the invoices in account number order.
      • Alphabetical - Print the invoices in alphabetical order.
    • Report Period: These options are only valid for unprinted invoices:
      • Month to Date - Print the invoices for the current month only.
      • Year to Date - Print the invoices for the entire financial year so far.
    • Invoice Number Range: This will display the invoice number from the last unprinted invoice.
    • Due Date and Pay Amount: Enter the number of days from the invoice date to set the due date.
      • Show Nil if Paid - Displays an Invoice with a Nil amount.
      • Show Brought Forward - Displays brought forward amounts if any.
    • GST: Select whether to 'Print Non-Taxed' Invoice’s by clicking this option to select it.
    • Update Due Date: Will update the due date based on today's date plus the number of days from invoice date.
    • Email: This will use the Contract Preferences in the Roll to determine how the invoice will be distributed.
  5. Click Proceed.

Print All Unprinted Invoices

The following instructions can be used to print ALL unprinted invoices in GLMax after the Management Fees and/or Recoveries has been posted. Set the settings in the 'Conditions' tab as required.

  1. In the GLMax company, search or select Invoice Printing.
  2. Select the Conditions tab. Make adjustments as required.
  3. Click Proceed. This will tag all accounts.
  4. The Invoices can be printed, emailed, saved as a pdf or saved to DocMax.

Change Due Date for Existing Invoices

When an Invoice is created, a number of days to pay the invoice can be set in Invoice Entry (Due Date). This will automatically calculate the due date based on the date that the Invoice was issued. The 'Set Pay Days' is located in Invoice Entry / File and the Set Pay Days can be local or global. If required this date can be changed before printing an Invoice;

  1. Search or select Invoice Printing.
  2. Options / Change Due Date for Existing Invoices. 
  3. Select the invoice to be adjusted and click Ok.

Reprinting a Printed Invoice

Invoices that have been printed can be reprinted. The invoice number will need to be identified and entered into the Invoice Number Range. The Invoice (M) Number can be obtained by viewing the Ledger Card for the Lot or Debtor Account.

  1. Go to Ledger Card, then tag the account and click Proceed.
  2. Look at the transaction to identify the M Reference number and note this.
  3. Go to Invoice Printing and in the Select Debtors or Select Lots tab, tag the account.
  4. Then in the Conditions tab, enter the M Reference Number in the 'Start' field. The 'Finish' field can be left blank. 
  5. Click Proceed.

Tax Invoice Stamp Setup

If you are adding a Tax Invoice Stamp to the Invoice and need to adjust the location of the stamp, you can follow the steps below. This is only applicable if the building is registered for GST and the GST Registered field in the Building Information menu has a 'Y' in it.
If the building is not GST registered but an ABN is entered the Australian Business No. field in the Building Information menu, the ABN will display however the wording Tax Invoice will not.

  1. Search or select Invoice Printing
  2. Select Tools > Tax Invoice Stamp Setup.
  3. Type in the new Horizontal and/or Vertical location as a distance measured from the left edge of the page. The measurement is in 300th of an inch, meaning 300 = 1 inch.
    • Tip: Try halving or doubling the number in the first instance to gauge how much difference it makes.
  4. Click OK.
  5. Print a test invoice and check the location is correct.

Invoice Templates

The ledger cards can be configured to use certain templates. Instead of having to test each levy template, here is a PDF with the ledger card templates available, for your convenience: invoice templates 

  1. Click the ellipsis button next to the Template field in the top right of the menu.

  2. In the Template Selection screen, select the template required, and either click the Select as Global button to use the template for all buildings, or click Select as Local to use this template for the current building only.
    • If you would like to preview the template first, select the template, then click the Preview button at the bottom.
    • To change the preview style, click Options > Preview Style > Field Names or Field Numbers.
  3. Make sure you select the Deposit in the bottom section of the screen, and click the Select as Global button.
  4. Click Close to close the Template Selection screen.