How Funeral Homes Can Reduce Manual Invoice Entry

Manual invoice entry feels like a small task, so it rarely gets questioned. But multiply a few minutes of re-keying, plus the occasional correction, across every case in a year, and it becomes one of the most expensive habits in the office. The good news is that it is also one of the easiest to remove.

Where the double entry comes from

• The statement is built on the case, then re-typed into accounting as an invoice.
• A new family is created as a customer a second time, by hand.
• Payments are posted in the processor and again in the ledger.
• A late arrangement change is updated in one system but not the other.

What a better process looks like

1. Build the statement once, on the case.
2. Let it become an itemized invoice in your accounting system automatically.
3. Let the family sync as a customer without a second entry.
4. Let payments post against the matching invoice on their own.

What to ask software vendors

1. Does the statement on the case become an itemized invoice automatically?
2. Do customers and payments sync without a second entry?
3. Does it work with my version of QuickBooks?
4. What happens when the arrangement changes after the invoice syncs?

How FuneralHQ handles this

FuneralHQ builds the statement on the case and syncs the invoice, payment, and customer to QuickBooks Online or Desktop, so there is no second pass. Your team arranges the case once and the books reflect it without re-keying. See it alongside online payments and how it serves admin and accounting teams.

Related resources

Read how funeral homes sync invoices and payments with QuickBooks and QuickBooks for funeral homes.