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Status Future consideration
Workspace Case Management
Categories Goods & Services
Created by Corbin Kill
Created on Jan 31, 2024

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 calculate an items the family adds (such as death certificates, slideshows, other cash advances, etc.) and give a total of that balance on the printed contract.

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