Customizable Receipts

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!