Funeral Director help pages…

Customer details

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The customer screen shows all the relevant details of a customer, whether just a sales customer or a funeral client. Funeral clients are not normally listed in the search list as transactions will not normally be created here, they will be created automatically.

Any transactions for an account will be shown here as well as allocation of receipts if the receipt, that has been selected by clicking, has been allocated to an invoice or credit note.

Next Invoices and Credit notes
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