You can mark an account customer as able to receive email statements when a valid email address is recorded in their profile in Minfos.

You can access a customer's Accounts settings from the Customer Editing and the Customer Entry windows, in Customer Management, Retail Till, and Dispense Pro.

To set up a customer to receive email statements:

1. From the Details tab in the Customer Editing window you can enter the customers email address in the Email field. This field may already be populated if the customer has had an eScript dispensed in your pharmacy.

2. Select the Use this email for account checkbox to copy this email address to the Accounts tab in the customers profile.

  • If there is currently a different email address in the Accounts tab, the Use this email address for account statements prompt may display

Take the appropriate action:

a. Click OK to save override the email address in the Accounts tab.

b. Click Cancel to return to the customer profile.

3. To enter a different email address for the statements, plus review other account settings or set up an account for this customer, click the Accounts tab.

  • If required, review and update any account settings e.g. Credit Limit, Arrears Limit, Direct Debit information (refer to Set Up Account for Direct Debit for more information)

a. In the Email statements to text box, enter a valid and current email address, then press [Tab]. This will be greyed out if the Use this email for account checkbox was selected from the Details tab.

Tip: To add multiple email addresses, separate the email addresses with a semicolon [;] e.g, “[email protected];[email protected]”. Multiple email addresses can be added with or without a [Space] after the semicolon.

b. Click the Statement dropdown and select one of the following options

  • Email: The customer will receive their account statement via email
  • Print: The customer's statement will need to be printed and posted
  • Both: The customer will receive their account statement via email and will be included when statements are printed
  • None: The customer will NOT receive a statement

4. Click OK to save your changes to the account customer's profile.