Note    If you have set up interest to automatically charge to overdue accounts, this should apply during the end of day process on the last day of the month. 

If the end of day process has not been completed successfully, we recommended that you confirm the interest has been charged. 

If the interest has not automatically applied, refer to Manually charge interest on overdue customer accounts. This process should be completed before manually aging the customer account statements.

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.