Debtor Options for Statements

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Debtor Options for Statements

- In LOTS you can dictate, to a certain extent, what gets printed or viewed on the Debtor statement. To view these settings, go to Tools, and Options.

- There are four tabs – Statements, Rollover, Overdue and Email Statement. On the Statement tab, there are multiple options to choose from. Some of the most common are Always Print Statements for Active Accounts, Minimum Balance for Printing Statements – most people use a five cent or a one dollar value. Most pharmacies like to View Before Printing Statements, List Items on Statement, Show Pharmacy Name on Statement Header, Identify Individual Customers on Statements, and Show Drug Names for Prescriptions. You can also insert a message on the statement. This can be used to enter your Bank Reference and Bank Account details for customer payment.

- In the Rollover tab, you can chose options of Rollover by Class or Institution, Cut Off Date on Rollover (giving the options of End of Month or Today) and Minimum Balance for Rollover, which also gives the dollar value box. In the Overdue tab, the option for Print Overdue Totals on Statement will give periods at the bottom of your statement. This will have Period 1, 2, 3 and a Current value. When you tick the Allow Overdue Charges, it gives multiple different options to allow the overdue charges on statements. Lastly there is Statement Email. This gives you the template used when sending your email statements. You can change this on a monthly basis if required, or you can use generic wording. There is an option at the bottom to disable emailing statements. This can be used if you want all statements to print rather than sending via email.