Funeral Director help pages…

Deceased Details for pre pay

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For Pre Pay this deceased tab, firstly allows you to enter information regarding the person whos funeral this pre paid plan is for, and secondly, information about the actual plan, whom with, name, value etc.

The funeral template can be selected here to assist in working out a quotation.

The pre payment company comes from your contacts with a category of Prepayment plans.

The plan name is free text, but will lookup previous entries to assist in data entry.

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