FuneralSoft Support

Fee Templates 4

• Purpose of Fee Templates
• Creating a Fee Template
• Linking a Fee Template to Funeral Type
• Packaged Fee Templates

Price List 6

• Editing a Price Item
• Bulk Editing Price Items
• De-activating Price Items
• Using Price Groups
• Contact-Specific Prices

View all 6

Fees Estimate 7

• Fees Estimate Page
• Adding a Fee
• Editing a Fee
• Deleting a Fee
• Auto-added Fees

View all 7

Invoicing 6

• Auto-Creating an Invoice
• Manually Creating an Invoice
• Editing an Invoice
• Deleting an Invoice
• Transferring an Invoice to External Software

View all 6

Payments 7

• Receipting a Payment
• Editing a Payment
• Printing a Receipt
• Linking Payment to an Invoice
• Free-floating Payments

View all 7

Disbursements 5

• Entering Disbursement Costs on Price List
• Disbursements Dashboard Page
• Marking Disbursement as Paid
• Printing Disbursement Report
• Viewing a Contact's Disbursement Costs

Preneed Fee Quote 4

• Fixed Price Items
• Excluded/Included Items
• Converting Preneed Quote to Fee Estimate
• Converting Preneed Quote to Fee Estimate