This article explains the content and structure of the default documents. It should help you to decide on which to use either directly or in creating your own custom document template.
Summary Invoice
The coffin and any related merchandise are listed first.
Then all arrangements sorted in date order to generate the Funeral Director's account, followed by any disbursements as in this example.
The important Items that need attention if you are using this document are the Collection, Embalming, Repose and Burial/Cremation items.
Summary Invoice 2
This is exactly the same as the Summary Invoice with the exception that the Merchandise information is not printed, Obit instead enters "Funeral as requested and coffin as selected." before showing the dates and arrangements and all disbursements as before.
Summary Invoice 3
This is exactly the same as the Summary Invoice (including Merchandise) with the addition that any payments received up to the time of generating the document are included, so that the client will see the remaining balance on the account.
Summary Invoice with late payments and SOA
This invoice is only of interest if you operate an admin charge and/or an early payment discount scheme. The content is identical to the Summary Invoice 3 but, in addition will include the admin charge (in the example shown it's zero) and calculate the discount and the latest date the client may avail of it.
Invoice variant no arrangement plus limousines
This invoice is preferred where the funeral director wishes to soften the recitation of the funeral arrangements, using instead tokens to insert the relevant data.
In this version, notice that the disbursements are indented.
Also, this version uses a smart token that will count the number of limousines involved.
Invoice variant without Arrangements or Merchandise for headed notepaper
This version uses a similar approach dispensing with both the Arrangements and Merchandise tables.
The references to the deceased are centred in the header and plenty of space is left for headed notepaper.
Itemised Invoice
This version will list every item in the funeral Orders section and can be used to support internal records or communication with government departments.
