Head Office staff can use this process to print statements for account holders who have opted to receive a printed statement. This can be used for a single account or for a range of accounts.

Print statements for accounts

From Customer Management:

1, Click the Reports menu, select 2. Statements and then click 3. Re-Print Statements.

The Re-Print Customer Statements window is displayed.

2. Select the required options:

1. Select store - by default All stores is selected, click the dropdown and select a specific store, if required.
2. From Customer - displays the first Centralised Customer Account in the database.
3. To Customer - displays the last Centralised Customer Account in the database.
4. Statement Date - displays the date the statements were last run.
5. Print Ageing Information - check to print current, 30, 60, 90 balance information, and the outstanding balance from last month’s account on the statement.
6. Exclude Inactive Accounts - check to exclude accounts that are inactive (i.e. unable to make payments or be charged) or leave unchecked to include all accounts.
7. Show Names - check to print individual patient names against dispensary transactions (use when more than one person’s scripts are going onto the same account).
8. Exclude Email Statements - check to exclude accounts where statement preference is set to email.
9. Include Zero Balance Accounts - check to include accounts with zero balances or leave unchecked to print only accounts with a balance.
10. Print Double Sided - check to print on both sides of the sheet of paper.
11. Run Type - select General Sales.
    
    
    

3. To reprint a statement for a single account, enter the same account details in both the From Customer and To Customer fields.

1. Type the account’s surname and press [Tab].
   The Account Search window is displayed.
2. Select the desired account and click Okay.

4. Click Okay to generate the account statements for the selected accounts.

The Processing window is displayed.

The statements are displayed.

Tip: To print the banking details on the statements refer to Set up store for direct debit payments from Centralised Customer Accounts. 

5. Click Print to print the statements.

6. The Print window is displayed. Click Okay.

The statements are printed.