From Customer Management:

1. Click the Functions menu and select 1. Statements.
   
   
   
   The Customer Statements window is displayed.
   
   
   
   
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

3. 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.
4. 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.
   
   
   
    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.

5. Click Print.
6. Click OK to print the selected Customer Account statements.