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Goods & Services

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Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill about 1 year ago in Case Management / Goods & Services 0 Future consideration

Ability to create multiple goods and services on At need calls

Currently, we can create multiple estimates in pre need cases. This is a very nice option. However, when you create a new at need case, one does not have the ability to create more than one statement of funeral goods. Many families do not know wha...
Mike O about 1 month ago in Case Management / Goods & Services 0 Planned

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin almost 5 years ago in Case Management / Goods & Services 3 Planned

Automatic Disclosures on Contract

This will be helpful to directors so they don't forget to add disclosures to each contract and risk potential fines. It seems to be a simple concept. As embalming is selected in the contract it triggers the embalming disclosure to be added to the ...
Guest 10 months ago in Case Management / Goods & Services 0 Planned

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS over 5 years ago in Case Management / Case / Goods & Services 0 Future consideration

Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin over 2 years ago in Case Management / Goods & Services 0 Planned

Removing the missing signing alert for preneed cases and adding the ability to hide the signing button in preneed cases

There is currently no way to prevent someone from clicking the 'sign' button on preneeds, this can become a problem when preneed cases are signed by staff when they shouldn't be.
Chloe Jonas over 1 year ago in Case Management / Goods & Services 0 Planned

Ability to automatically send out invoices to the families on a specific schedule. For instance, 5 day out from the funeral service they family would recieve an invoice via email, or added in the planning center.

For instance, 5 days, 30 days, and 45 days out from the funeral service the family would receive an invoice via email or added in the planning center.
Guest about 1 year ago in Case Management / Goods & Services 0 Planned

Requiring C.S.T. for signing should also prevent user from adding any G&S

Currently you can restrict signing on the G&S page if a C.S.T. has not been selected. Several people have asked that this requirement include users to not be allowed to add any items to the G&S page before selecting a C.S.T. Example: Say y...
Erin Merriott about 5 years ago in Case Management / Goods & Services 0 Planned

Having a link in goods & services to a corresponding cash sale

I don't think there is currently a way to know that a cash sale exists relating to a specific case UNLESS you open each cash sale to see if there is a case reference on the basic info page. Even though it does link back to the case from within the...
Guest almost 5 years ago in Case Management / Goods & Services 1 Planned