From Customer Management:

  1. Click the Functions menu and select 1. Statements.

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    The Customer Statements window is displayed.

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  2. Select the desired options:
    1. Last Run - displays the date your Customer Account statements were last aged.
    2. Month Ending - displays the date up to which your Customer Account statements are aged.
    3. Show Names - check if you require individual patient names to be printed against dispensary transactions, where more than one person’s scripts are going onto the same account.
    4. Show Medicare Card Number - check to print individual Medicare Card Numbers. This checkbox is enabled when Show Names is checked.
    5. Include Zero Balance Accounts - check to include accounts with zero balances or leave unchecked to print only those accounts with a balance.
    6. Exclude Laybys - check to include any layby balances or leave unchecked to print only account balances.
    7. Print Double Sided - check to print statements double sided to use less paper.
    8. Run Type - select the type of statements that you require:
  • All - include any customer account with a balance other than zero
  • General Sales - to generate a report on all account customers not in a nursing home, hospital or third party care facility.
  • Nursing Home - to generate a report on all account customers in a nursing home care facility.
  • Hospital - to generate a report on all account customers in a hospital care facility.
  • Third Party – to generate a report on all account customers in a third party care facility
  1. Click Okay to age your customer account statements.
    The Processing window is displayed.
    Once the manual aging process is complete, the Tax Invoice/Statement print preview is displayed.
  2. Ensure that the date on the top right-hand corner of the statement displays the last day of the previous month and the format is correct and no fields overlap.

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     If the date is:
  • Incorrect - please submit a ticket for assistance from Minfos Support.
  • Correct - check that your printer's paper tray is full, and proceed to step 5.
  1. Click Print.
  2. Click OK to print the selected Customer Account statements.