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In the "Customer A/R" screen, "Statements" tab, set the preference for how the customer wishes to receive statements. Currently, the choices are by Email or Printed - future support will be added to allow viewing of statements through Rx-Site.
You can also chose to include a statement message that will only appear on this customers statement. This is done by using the 2 message fields located in the "Messages" frame.
Amount of Detail On Statements
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When statements are produced for customers (all options except the "View" option), a PDF for each statement is saved in the STATEMENTS folder underneath the root Rx-Universe folder.
Below are examples of each statement templates we have available in Rx-Universe:
STM001 STM002 STM003
STM004 STM005 STM005NET
STM006 STM006NODSC STMBG001