Customizable Receipt Headers

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!