If you provide frequent services to other Funeral Directors or Commercial Clients, such as Pickups for a county Coroner or Embalming Services to other funeral directors, you may want to group invoices together on a weekly or monthly basis.
Follow these steps to adapt to your business
1. Copy the default document template and customise as appropriate, e.g. adding your Logo. You will find the default doc here in Documents
2. Create your Sundry events as normal and bring them to the Invoice stage.In this example, I have created two Embalming sundries for Boom ACME Coroners Ltd.
3. Rather than invoice these individually, you can create a multi-invoice by going to the Contacts section and finding the record for the Commercial Client for whom the services have been performed.
4. Select the appropriate contact
In the 'Billing' screen, use the filters to select the appropriate records to include. In this case we have requested all services performed for Boom ACME Coroners in the month of September 2022
5. Once you are happy that all relevant services are included, click the 'Invoice Summary' button and Obit will combine them into a single document, which can be printed out or saved as a pdf file as appropriate.
.