Accounts receivable at a funeral home is uniquely sensitive, because the balance belongs to a grieving family and the service is already delivered. The worst position to be in is unsure: not knowing which families owe what, or for how long. Tracking receivables by case turns that uncertainty into a clear, current picture you can act on calmly.
What to track per case
| Field | Why it matters |
|---|---|
| Total charged | The agreed amount from the statement |
| Paid to date | Deposits and payments applied |
| Balance remaining | The current open amount |
| Aging | How long the balance has been outstanding |
| Plan status | Whether a payment plan is on track |
See the whole book at a glance
Beyond the single case, an owner needs the roll-up: total outstanding, what is past 30, 60, and 90 days, and which cases need attention. When every balance lives on its case, that roll-up is automatic rather than a spreadsheet someone maintains by hand.
Keeping follow-up dignified
- Collect a deposit at arrangement to reduce the open balance.
- Send a clear payment link so paying is easy.
- Let the system flag past-due balances for a factual, timely nudge.
- Offer a payment plan where it helps, and track it on the case.
What to ask software vendors
- Can I see balance and aging on each case?
- Is there a roll-up of total outstanding and past-due amounts?
- Do payments and plans update the balance automatically?
- Does AR stay in agreement with QuickBooks?
How FuneralHQ handles this
FuneralHQ tracks the balance and payment history on every case and rolls it up so you can see what is outstanding and past due, with payments and plans updating the balance automatically and syncing to QuickBooks. Receivables stay visible, not buried in a month-end report.
Related resources
Read how to track deposits, balances, and payment plans and how to improve collection rates.
The FuneralHQ advantage
The family balance and the books should agree
FuneralHQ keeps card and ACH activity, payment plans, case balances, and QuickBooks Online connected so staff can answer the family and accounting can reconcile the same record.
The walkthrough separates what ships today from what is in development, then tests FuneralHQ against one of your real workflows.
Challenge us with your workflowAbout the FuneralHQ Editorial Team
This guide was written by the FuneralHQ Editorial Team, the in-house team behind funeral home software used by independent firms to run cases, documents, payments, and QuickBooks sync in one record. Our editorial standards explain how we review product claims, outside sources, automation, updates, and corrections.