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Invoice Setup - Tab 1: Preferences (#INVTAB101)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20151009 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.3.2 (and higher)   n/a

Invoice Setup - Tab 1: Preferences

Invoice Setup - Tab 1
  • Combine Next Due Amounts if within X days combines the due amounts on two Agreements (owned by the same Customer) on an invoice, if they fall within X days of one another (nb. this only works if you have StorMan setup to use One invoice per Customer).
  • The Print autopay form X days prior to the Day to Bill field affects the commencement date on the autopay forms for Australian & New Zealand users. For example, if the next bill date for an Agreement is 28/8/11 and this field is set to '0', then the commencement date will be 28/8/11. If this field is set to '10', then the commencement date is the 18/8/11.
  • Show transaction period on invoice, if enabled, will display the applicable date ranges (of any transactions) on the invoice. The subset of this option is self explanatory. For example: A rental billing covers the period of 01/01/08 to 01/02/08, then these dates will be shown on the invoice underneath the related transaction. Note: This setting only causes transaction period information to appear for any new transactions added AFTER the setting was switched on.
  • Show paid to date on invoice, if enabled, will show the Customer's current paid-to date on the invoice.
  • Show balance due-by date, if enabled, will show the due date (of the balance) on the invoice. The Balance due X days after rent has been charged (attached to this section) is what sets the due date if used. For example, if you set this as '7' and you were billed for the 10/8/11, then the Customer would be due on the 17/8/11.
  • Balance forward date allows you to set whether to use the last bill date as the start of the invoice, or the 1st of the last month from the current date. If using the new invoice system (in StorMan v9.1 or higher), this only applies to statements.
  • Always use current date on invoice, if enabled, will always use the current date on the invoice, and not a past or future date, if the invoice is being generated for a date in the future or in the past (nb. remember that Daily Processing can generally be run for a period in the future or in the past; more on Daily Processing: #DLYWISDP01).
  • Include transactions since last zero balance on statement is self explanatory.
  • Show printer dialogs when printing invoices / receipts, if enabled, will display your standard operating system printer dialogs whenever invoices or receipts are printed, so that you can pick & choose your paper type, printer type, printer tray, and so on (each time an invoice or receipt is prompted for print).
  • Printing mode lets you select whether you want StorMan to print One invoice per Customer, or One invoice per Agreement. If you have a Customer that has multiple Agreements (all owned by the same Customer code), then this option would allow you to specify whether you want Customers like this to get one all-encompassing invoice (for all of their Agreements), or an invoice for EACH of their Agreements. Note: The option to print one invoice per Customer only works where each of the Agreements (owned by that Customer code) are being billed on the same date of every month.
  • Printing order lets you set whether you want StorMan to print your invoices in Customer Code order, or by Agreement Number order (more on Daily Processing: #DLYWISDP01).
  • Show Berth size on invoice / Show item size on invoice / Show Unit size on invoice / Show Vault size on invoice, if enabled, will display the Customer's related Berth / Unit / Vault size on the invoice.
  • Show total due on invoice, if enabled, will show the total amount due in the invoice.
  • Hide next charges, if enabled, will not show information (about the next lot of charges) on the invoice.
  • Cheque's are payable to facility's Business Name, if enabled, will change the note in your invoice footer to make cheque's payable to your Business Name, rather than your Company Name. Note: This field is generally only used on StorMan's pre-designed invoice footers, so if you are using a custom footer, you may need to make a manual change via the Invoice Footer tab (more on this tab: #INVTAB301).
  • Always show next rent line, if enabled, will always show information about when the next lot of rent is due underneath the transaction table on the invoice.
  • Show ABN on invoice or Show VAT on invoice, if enabled, will ensure that the companies ABN / VAT (tax number) is shown on the invoice.
  • Also show the following text on invoices allows you to enter some additional text, which will also be shown on the invoice. Note: This field is generally only used on StorMan's pre-designed invoice footers, so if you are using a custom footer, you may need to make a manual change via the Invoice Footer tab (more on this tab: #INVTAB301).
  • Detail to show allows you to set the level of detail to show on your invoices.
  • Show detail on Statements will alter Statements so that rather than just displaying the Invoice number, they display some detail about the charges that make up that invoices, too. Note: This function is only available when using the New invoicing System (more on this: #INVNIS01).
  • Offset amount allow you to set how many pixels you'd like to offset the address block. This is used to reposition the address block, so that it displays correctly inside window-faced envelopes.
  • Configure allows you to configure the formatting of the last-line of the address block (more on this: #INVABFS01).

 

 


 

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