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.

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  2. Select the desired options:
    1. From Customer - displays the first account customer in the database.
    2. To Customer - displays the last account customer in the database.
    3. Statement Date - displays the date the customer statements were last run.
    4. Print Ageing Information and Opening Balances - check to include current, 30, 60, 90 balance information and include the outstanding balance from last month’s account on the statement.
    5. Exclude Laybys - check to include any layby balances or leave un-checked to print only account balances.
    6. 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.
    7. Show Medicare Card Number - check to include the Medicare Card Number for each individual patient. This checkbox is enabled when Show Names is checked.
    8. Exclude Email Statements - check to not print statements for customer accounts that are set to receive their statements only by email.
    9. Include Zero Balance Accounts - check to include accounts with zero balances or leave un-checked to print only those accounts with a balance.
    10. Print Double Sided - print multipage statements on both sides of the paper.
    11. Run Type- select the type of statements that you require:
      • All - to 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. To reprint a statement for a single customer, enter the same customer in the From and To Customer fields.
  4. Click Okay to generate your Customer Account statements.
    The Tax Invoice/Statement print preview is displayed.

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  5. Click Print.
    The Print window is displayed.
  6. Click Print.
  7. Click OK to print the selected Customer Account statements.