Statement creation and printing
Posted: Tue Apr 01, 2014 12:13 am
I am just learning Medisoft and don't understand statements.
Trying to catch up on overdue accounts and I printed a batch of statements last month. I want to send new statements to many of the same clients and I am not sure how to do this. When I brought up the Statement Manager, I can see the original statements but could not see how to re-print them. The help file (of limited help) seemed to suggest that these old statements needed to be deleted and new statements created. I deleted the old statements and when I went to create new statements, they all show zero balance. I know that if I drill ito the account, there is still a balance due.
Further, if I select more than one statement, the "print statement" button goes dim.
How do I create new statements that show the balance and how can i print more than one statement at a time?
Thanks
Trying to catch up on overdue accounts and I printed a batch of statements last month. I want to send new statements to many of the same clients and I am not sure how to do this. When I brought up the Statement Manager, I can see the original statements but could not see how to re-print them. The help file (of limited help) seemed to suggest that these old statements needed to be deleted and new statements created. I deleted the old statements and when I went to create new statements, they all show zero balance. I know that if I drill ito the account, there is still a balance due.
Further, if I select more than one statement, the "print statement" button goes dim.
How do I create new statements that show the balance and how can i print more than one statement at a time?
Thanks