Funeral Director help pages…

Invoicing

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The Invoice tab, is where the invoice is generated for this funeral.

When created, the main header and description is generated from the template you have edited in configuration within standard reports.

This of course can then be edited by yourself to improve it for your printed invoice.

All the invoice amounts come from the charges tab.

Again, if this came from a funeral with a pre pay plan, then extra columns show what is paid by the plan, and what is additional and will need to be paid by your client.

From here an invoice can be sent directly to the prepay compay, which will include a copy of the green form attached to the funeral.

Previous Charges
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