This procedure can be used for reprinting both automatically aged and manually aged Customer Account Statements.

From Customer Management:

1. Click Reprint Statements.

The Re-Print Customer Statements window is displayed.

A.  From Customer - displays the first account customer in the database.

B.  To Customer - displays the last account customer in the database.

C.   Statement Date - displays the date the customer statements were last run.

D.   Print Ageing Information - Check to include: current, 30, 60, 90 balance information and include the outstanding balance from last month’s account on the statement.

E.   Exclude Laybys – Check to include any layby balances or leave un-checked to print only account balances.

F.   Show Names - check if you require individual patient names to be printed against dispensary transactions, where more than 1 person’s scripts are going onto the same account.

G.    Include Zero Balance Accounts - Check to include accounts with zero balances or leave un-checked to print only those accounts with a balance.

H.   Run Type - select the type of statements that you require:

  • All to include any customer account with a balance other than Zero, or select from the drop down field to narrow the report to:
  • 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
To re-print a statement for a single customer enter the same customer in the From and To Customer fields.

 2. Click Okay, to generate your Customer Account statements.

The Tax Invoice/Statement print preview is displayed.

3. Click Print.

The Print window is displayed.

4. Click Print.

Click OK, to print the selected Customer Account statements.