Parting Pro

This AMA covers creating and customizing invoice templates, adding line items, and sending invoices to multiple recipients.

February 2025 AMA Session: Invoicing

Unlock the power of forms in Parting Pro. Automate smarter, send by service type, and streamline your process with proven best practices.

March 2025 AMA Session: Forms

June 2025 AMA - Global Task List

July AMA 2025 - New Contract Features

September AMA 2025 - Contracts & Invoices

October AMA 2025 - Optimizations That Work For You

Learn how to send, customize, and manage outbound emails directly from a case in Parting Pro using the Custom Emails feature.

November AMA 2025 - Custom Outbound Emails

July 2026 AMA Session: New Parting Pro Features (Events, Calendar & Decedent Care)

Full recordings of our Ask Me Anything sessions, where we walk through features, share best practices, and answer common questions from funeral directors.

AMA Session Recordings 💬

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Parting Pro Help Desk

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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