At Need Invoice and Statement Setup

Invoice and Statement Setup

Select which envelope type you are going to use for mailing your invoices/statements from the dropdown menu. Indicate how you want invoices and statements to handle different contracts (original and add on contracts grouped or separate). Enter the name and title for the provider of the signatures.

If you have Halcyon's web payment portal setup then you can control how it is referenced on invoices.

You are able to type a custom message for outstanding payments made 0-29 days ago, 30-59 days ago, 60-89 days ago, and payments made more than 89 days ago. You can enter additional text to print on statements and payment summaries.

Trade Monthly Invoice and Statement

If you would a list of cremations shown on the monthly trade invoices to list cremations, toggle this option to yes. You will be prompted for the dates of cremations to be shown when you generate the invoice.