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Feature Upgrade

Customizable Receipt Headers

Shanee avatar
Shared by Shanee •

Make every receipt you print look exactly the way you want.

Pick one of four headers for any receipt:

  • Statement: your official Statement header.
  • Simple: a clean block with just the details you pick, from your logo, name, address and phone to the case number, today's date and the informant.
  • Envelope: laid out for a standard #9 double-window envelope, with your funeral home in the top window and the name and address of whoever you're sending it to in the bottom one.
  • Letterhead: blank space at the top for your pre-printed paper.

Mailing a bill is now print, fold, done. Not sure which envelopes to buy? The ones we recommend are linked right on the screen.

Billing an insurance company? Click View Payer Invoice on their payer card on the Payments page. Instead of a download, the Statement now opens in Print Receipt, addressed to them by name with their expected payment itemized, ready to print. No address on file? The window leaves room to write it in by hand.

You also decide what your official Statement header shows. Turn the logo, case number, date of passing, statement date, funeral home address, or case assignee on or off for one Statement, or set the default for every case. On the official Statement, the case name always prints.

Find the four headers under Customize Your Header in Print Receipt. To change one Statement's header details, click Edit how the Statement is displayed in the menu at the top left of its statement page. For the funeral home default, use Edit Default Statement Header on the Statement Builder tab of the back office Goods & Services page. Read the full article in our Help Center!

New Feature

Customizable Receipts

A
Shared by Annie •

Give every family, payer and insurance company exactly the paperwork they need, and see it before you print.

Until now, answering "So what do we actually owe?" could mean printing the Statement, a Payer Invoice and a stack of receipts, then explaining how they all fit together.

Meet Customizable Receipts, opened from the new Print Receipt button on every case's Payments page. Choose what you need, set it up your way, and watch the live preview change as you go. What you see is exactly what prints.

  • Quick Statement: only the charges and payments you pick, with the Statement as one line or broken out item by item, and expected payments and the amount due if you want them.
  • Statement: the full Statement, with outside charges, payments and expected payments each left off, totaled or itemized.
  • Payment Receipts: a clean receipt for one payment you've received, addressed to whoever paid it.

Shortcuts get you there even faster. Did a son offer to cover the memorial video you added after the arrangement? Choose Print Quick Statement from that charge's menu and hand him a page with just his part, while the signed Statement stays exactly as it was. Or click View Receipt on any payment you've received, then Print this Receipt, for a receipt that's ready to give or mail.

Add your funeral home's legal language to any receipt and pick one of four headers. Each receipt type opens the way you last printed it on that device, and you can change anything before you print. It works on a tablet or phone, too.

Look for Print Receipt right where the Statement Report button used to be. Once you've picked a receipt type, the What do you think of this feature? bubble under Print Receipt is the quickest way to tell us how it's working. Read the full article in our Help Center!

Feature Upgrade

Customize Your Official Statement

Zach avatar
Shared by Zach •

You can now edit your official Statement more easily and in more ways.

  • Set Outside Charges, Actual Payments and Expected Payments to Not Shown, Total or Itemized.
  • End the Statement on Balance Owed today or Balance Owed After Expected Payments.
  • Give convenience fees their own line, or fold them into Total Actual Payments.
  • Hide crossed-out revision lines, view in visual mode, make the columns equal for a cleaner page, and even customize your Statement header.

Find the Edit how the Statement is displayed button in the menu at the top left of any statement page, or choose Edit Statement Display from the statement page's three-dot menu. Read the full article in our Help Center!

New Integration

Our New QuickBooks Online Integration is Here! 💰

Chase avatar
Shared by Chase •

We're excited to announce that Gather now offers a native, two-way integration with QuickBooks Online, making it easier than ever to keep your case financials accurate and up to date.

With this integration, you can:

  • Eliminate manual data entry: Automatically sync case financials between Gather and QuickBooks Online. Save 20-30 hours per week!
  • Simplify invoicing and payments: Send itemized invoices and post payments to the appropriate accounts.
  • Streamline month-end reconciliation: Give your accounting team greater visibility into case-level financial details.
  • Support multiple locations: Map each funeral home location to its corresponding QuickBooks location.

Getting started is simple, with setup typically taking just 30-40 minutes. No third-party connectors or middleware required. Read our quick guide here.

Coming in November: A Free Trial Opportunity

We're also excited to share that we'll be introducing a free trial opportunity for eligible Gather case management customers beginning in November.

We'll be sharing more information soon, including how to get started and experience the integration firsthand.

Feature Upgrade

Autoforms: Updated Signature Fields

Wesley avatar
Shared by Wesley •

Hi there!

We've added clearer indicators of which signers are selected for each document in a signature packet during and after the packet is generated. You'll see the signer count in each document's signature tab and in the footer, as well as the orange outline for signers that have not been selected.

When the signature packet is generated, an additional pop-up shows the missing signers for each document before the review page, so you can double-check and update signers.

On the Review Your Documents page, you can now update signers and form data directly, so you don't have to go back to edit a specific page in the signature packet!

The Signature Packet popup and landing pages now indicate who's selected as a signer for each document, not just the packet's total signer count.

Read the full article in our Help Center!

New Feature

Introducing Collaborators: Bring Your Business Partners Into Gather - Without Handing Over Everything

Sarah avatar
Shared by Sarah •

Funeral service is a team sport, and the team is rarely all under one roof - the pastor leading Saturday's service, the crematory across town, the transport company handling your removals. Most of that coordination still happens by phone, text, or forwarded email.

Collaborators change that. You can now invite someone from outside your funeral home into Gather, and they'll see only the cases they're actually working on - nothing else.

Invite your officiating pastor and let them enter the order of service themselves. Assign your trade crematory and watch their KeepTrack steps update instead of calling for a status. Loop in transport, a celebrant, a cemetery contact, or a funeral home you're splitting a case with. On the cases they can see, Collaborators can genuinely work - updating tasks and completing steps, not just reading.

Everything else stays invisible to them. They can't see cases they aren't involved with. They can't see your financial information or reports unless you give them that access. Permissions are configurable one by one, just like a regular team member's.

Look for the new Invite Collaborator option on your My Team page. Your existing staff are unaffected and keep full visibility into every case.

Feature Upgrade

Manage All Your Notification Preferences in One Place

Sarah avatar
Shared by Sarah •

Gather now includes a dedicated notification preferences page that brings every funeral home you belong to into a single view: https://my.gather.app/notification-preferences

Until now, preferences had to be managed one funeral home at a time. For large funeral home groups with multiple Gather locations, that meant repeating the same change at every location — ten homes, ten settings pages.

From the new page, you can opt in or out of any notification type across all of your funeral homes at once, or drill down to fine-tune preferences for an individual home. One bulk change covers your whole group, with per-home exceptions where you want them.

You'll find it linked from the Notifications tab in Settings, and from the footer of every Gather notification email — just sign in and you're there.

New Feature

Hotel Accommodations For Events

Chase avatar
Shared by Chase •

We're excited to introduce Hotel Booking / Guest Accommodations! This free feature helps your team assist out-of-town family members and friends in finding a place to stay before a loved one's services.

Linked here is a quick 3-minute guide (and video) on how to use this new Gather feature when scheduling events to strengthen your funeral home's brand and family experience, with little to no work for your team.

The best part? EventPipe and Expedia handle all booking fulfillment and customer support on your behalf. This is fully integrated and included in your existing Gather subscription.

Feature Upgrade

New Photo Layout for the Remember Page 🖼️

Sarah avatar
Shared by Sarah •

We're excited to introduce a new design option for the photos uploaded by friends and loved ones on the Remember Page. Alongside our classic Hanging photos look, you can now choose the new Simple grid — a clean, modern, gallery-style layout for contributed photos.

Set your default: Go to the My Funeral Home page and choose your preferred layout under Remember Page Settings. It applies to all your cases.

Customize any case: Open a case's Remember Settings by hitting the menu on top right. Head to the Style tab, and pick a layout just for that family. Cases you don't customize follow your funeral home default.

We hope this added flexibility helps you present each family's memories beautifully.

Feature Upgrade

Manage Obituary Subscribers Directly Within Gather 🙌

Sarah avatar
Shared by Sarah •

Previously, managing obituary subscribers required assistance from Gather Support. If someone in your community asked to be added to the mailing list in person, or if a family member reported they were not receiving notification emails, your team had to reach out to our support team to make changes.

Now, you can handle all of this on your own, quickly and easily, from your website dashboard on Gather Site Studio.

  • View all subscribers in one place: See both currently subscribed and unsubscribed email addresses, along with their current status.
  • Add new subscribers: Quickly add someone who requests obituary notifications in person or over the phone.
  • Re-subscribe previously unsubscribed emails: If someone asks to begin receiving notifications again, you can opt them back in instantly.
  • Unsubscribe active subscribers: Remove email addresses from the list as needed.
  • See detailed activity timestamps: Gain full visibility into when an email address subscribed, when it unsubscribed, and the reason for unsubscribing when available.

Still on the Original Version of Gather Websites?

This feature is available in Gather Site Studio, our newest website platform. If you are currently on the first version of Gather websites, we are actively working on moving all customers to Site Studio as a free upgrade.

Once your website has been upgraded, you will gain access to this subscriber management feature along with many additional improvements and enhancements.

If you have questions about your website version or would like to learn more about Site Studio, our team is happy to help.