[Revised Apr 2016]
From the Debtors Menu, 'Tools' then 'Options' brings up choices;
General
Print Pharmacy Header If you are have your own Pharmacy header pre-printed on your statements then switch this option off.
Tear off Remittance Advice on statement Useful to encourage customers to identify their payments when posting in a cheque. The Pharmacy program agents have A4 available with a perforated tear off base for use with this option.
Print Zero value statements Most people will have this turned off so they only print statements that have an outstanding amount.
Display items in detail on statement This option applies to all statements and will display the full drug and qty of scripts on the statement. If switched off it will show just the customer name and script number.
If just the total is show correct, but it doesn't give a detailed breakdown of items, is user may be asking for "Statements MTD" rather that the statements for the period when the item was charged.
General account fee If you wish to charge a general account fee you can set the amount here. It will be applied when the Debtors are automatically rolled over at the end of the month.
Message: printed on All statements If space is available, a message entered here will appear on ALL statements. Eg, "Now open Sundays", "We do Blood Pressure checking". "Payments made after 25th month will appear on next month's statement."
To extend the message beyond one line press <ctrl> and <enter> together to move to next line.
Add 'Payment Due Date’ and ‘Bank Account Number’
Set the ‘Payment Due Date’ and ‘Bank Account Number’ in Options. When set, they will automatically print on the statements’ Remittance Advice.
If you have entered these details into the ‘Message Printed on all Statements’ field, you can remove them from the messages. This will free up the ‘Message’ box for you to add other messages.
The ‘Payment Due Date’ is set to the default date of 20th of the month. If you want a different date, then go to the RxOne Start Menu, Debtors, Debtors Options and change the ‘Payment Due Date’.
Enter your bank account number to alert customers that they can pay online.
Allow overdue charges If you wish to automatically charge people who do not pay on time you have the option of charging a flat fee or you can charge interest on the overdue amount.
For manual addition of a charge to certain people only, define a stock card as "Overdue a/c charge" as an 'ask price' item, and 'sell' one of these to those account as you wish.
Overdue message on statement This message will be placed on overdue statements only.
Min charge for statement to print. Any account with a balance owing less than this will be suppressed, though the balance will remain and when it gets over the total the statement will print. Eg, if the cut-off is $1.00 and an account of 75c will not be printed, but if then a 50c item is sold an account will be sent for $1.25.
Print credit
statement
· If
‘Print Credit Statement’ option is unticked, statements with a
negative balance will not print.
· If ‘Print Credit Statement’ option is ticked, then it will work in conjunction with the ‘minimum value’ option. As an example, if the minimum value is set at $20.00 and ‘Print Credit Statement’ is ticked, then statements greater than $20 and statements in credit for more than $20 will print.
Hint: See the display in the yellow box on the right hand side of the options, this explains what will be printed for the options selected.
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