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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. Image Removed

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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                                                         

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                             STM004                                                                   STM005                                                                 STM005NET

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                            STM006                                                                    STM006NODSC                                                    STMBG001

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