Email Your Statements
- November 15, 2016
- New Features
You can now generate statements in ServeManager and email them to your client from within the program.
To create a Statement navigate to your Court Cases or Companies page and open the Court Case or Company you wish to make a statement for. Each of these will have its own Invoices tab, click there. From within this page you have the same filters and search options you have from the Receivables page, except all of your invoices have checkboxes. Apply as many filters as need be and check the invoices you wish to include in the Statement. Using the Options menu above the Invoice list click the New Statement option. Confirm here and on the preview page you can choose to Print in the upper left, or Email it directly with the Email option.