The Interim Statement Report can be run for a single Centralised Customer Account, and can display All transactions if desired. To run the report for a range of customers linked to a specific Club, Nursing Home, Hospital or Third Party, see Print Interim Statements from Customer Accounts window.

You can generate and print an Interim Statement for any current account, for any date period since you first installed Minfos.

From Customer Management:

1. Either click the Interim Statement icon or click the Reports menu, select 2. Statements, then click 7. Print Interim Statement.
   The Interim Statement window is displayed.
   
   
   
   
2. In the Run Type dropdown, retain the default 1. Selected Customer.
   
   
   
   
3. No Code is required for 1. Selected Customer – this field is used for other Run Types.
4. In the Select Customer text box, enter the surname of the account, then press [Tab].
   
   
   
   The Account Search Window is displayed, with the closest matching account highlighted.
   
   
   
   
5. Select the required account and click Okay.
6. Enter the Start Date and End Date for the interim statement. By default, the first and last days of the current month are selected.
7. Select the desired options:

• All Transactions – displays all transactions on the Interim Statement, including those with a $0.00 price to customer.
  

  Note: All transactions will display on the statement where the customer was selected at the Till during a transaction, including those transactions where the customer did not charge it to their account.

• Show Names – displays the name of the customer to whom the script was dispensed
• Show Item Prices – displays the price of the item
• Statement format (Ageing info will not be displayed) – displays as an invoice, in the same format as a monthly statement
• Exclude Opening Balance – prints without the opening balance

8. Click the OK button to generate the report.
   The report is displayed.
   
   

Example Interim Reports

Default format

Statement format