As you conduct your business using the ServiceWorks software, you may run into a situation where you’ll need to print off a large amount of statements at a time. While previously this would take up a considerable amount of time, now you can send bulk statements via HTML link directly to your email. Here’s how to accomplish this within ServiceWorks:
To begin, hover over the Accounting tab in the toolbar and select Statement
In the statement menu, select 6 or more customers from the list presented and click Print Statement. Upon doing so, a popup window will appear asking for an email address to send the link to, as well as a field to enter any addresses that need to be included in the email thread. Click Save to continue.
Once saved, a link will be sent to the email(s) defined in the previous menu. Clicking on the link will display the selected customer statements, ready to be printed directly from your web browser.
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Email: support@service.works
Phone: 636-220-4363 Ext #1
