Card and ACH
Accept credit and debit cards or bank transfers, in person or online.
Online Payments
Funeral home online payments software
Take card and ACH payments, record deposits, and set up payment plans, all against the case. Families can pay online, the balance stays current, and each payment syncs to QuickBooks. Processing fees apply.
Who it is for
- Firms that only take checks and cash at the table
- Arrangers chasing balances after the service
- Families who want to pay online on their own time
- Owners who need payments to match the books
What it replaces
- A separate card terminal that never ties to the case
- Manual receipts and handwritten balance notes
- Phone calls to collect outstanding amounts
- Re-entering each payment into QuickBooks by hand
How online payments work
Payments post to the case, so the balance and the books stay in step without extra entry.
- 01
Invoice from the case
The statement of goods and services drives the amount due, so you bill from the same record you arranged on.
- 02
Take card or ACH
Collect by card or bank transfer in person or send a link so the family can pay online.
- 03
Record deposits and plans
Apply a deposit at arrangement and set a payment plan for the remaining balance when a family needs one.
- 04
Watch the balance update
Each payment lowers the outstanding balance on the case, so anyone can see where a family stands.
- 05
Sync to QuickBooks
Payments flow to QuickBooks Online or Desktop alongside the invoice and customer, with no double entry.
What you can do
Deposits
Take a deposit at arrangement and apply it against the case balance right away.
Payment plans
Set up a plan for the remaining balance when a family needs to pay over time.
Pay online
Send a link so families can pay from home instead of mailing a check or driving in.
Balance on the case
The outstanding amount is always visible on the case, updated as payments come in.
QuickBooks sync
Payments post to QuickBooks Online or Desktop so the books match the case.
Common questions
What payment methods are supported?
You can take card and ACH bank transfers, in person at arrangement or online through a payment link.
Are there processing fees?
Yes. Standard payment processing fees apply to card and ACH transactions, as with any payment processor.
Can families pay over time?
Yes. You can record a deposit and set up a payment plan for the remaining balance on the case.
Do payments reach QuickBooks?
Yes. Payments sync to QuickBooks Online or Desktop with the invoice and customer, so you do not re-enter them.
See a payment hit the case and the books
In 20 minutes we take a sample payment, update the balance, and watch it sync to QuickBooks.