What You Will Learn
Payment Flexibility: When to use immediate vs. deferred payment options.
Custom Templates: How to create, reuse, and edit invoice templates to fit different service scenarios.
Accurate Billing: Adding, editing, or zeroing out line items for clarity and fairness.
Multi-Payer Handling: Managing invoices split across several family members.
Secure Transactions: Manually processing credit card payments, including phone transactions.
Financial Integration: Exporting invoicing data to QuickBooks for simplified reporting.
Client Communication: Q&A insights into managing cases and maintaining transparency with families.
Summary
The February 2025 AMA session focuses on the invoicing features within Parting Pro, giving funeral homes practical tools to streamline billing and payment workflows.
The session begins by exploring options for immediate versus deferred payments, explaining when each approach is most beneficial and how to configure those settings in the platform. From there, it walks through creating and managing invoice templates, including how to add, edit, and zero out line items—useful for handling scenarios such as indigent cases, discounts, or package breakdowns.
A key highlight is learning how to handle multiple family members making payments, whether by splitting invoices or sending them to multiple recipients. The AMA also demonstrates how to process credit card payments manually (such as over the phone) and how to reissue invoices with additional charges when needed.
Beyond billing, the session provides guidance on exporting invoicing data into QuickBooks via a third-party tool, ensuring smoother financial reporting and record-keeping. The discussion closes with a Q&A on case management and client communication, touching on best practices to keep families informed and engaged.
Full Video
Highlights
1:20 Invoicing Options in Parting Pro
6:26 How to Create an Invoice Template
16:29 How to Add Line Items to an Invoice
19:17 Walkthrough on How to Zero Out an Unpaid Balance
21:36 Sending Invoices to Multiple Recipients
28:54 How to Add Additional Charges and Reissue an Invoice
30:52 Walkthrough on How to Manually Process a Credit Card Payment
37:43 Is It Possible to Schedule When Forms Are Sent Out?
38:53 How to Export Financial Data to QuickBooks
43:24 Collecting Reviews for a Case
Audio Summary (17 mins)