Completing the Payments & Adjustments Page

Enter payments, print receipts, and add adjustments, interest or refunds to a case using the Payments & Adjustments page.

Entering Payments & Adjustments

To begin, click into the case and select Payments & Adjustments from the Financials drop-down at the top of your screen.

 

Choose a Primary Purchaser from the drop-down and a Co-Purchaser, if applicable. These fields will be pre-populated if you've already assigned someone to these roles on the Family & Friends page.

You also have the ability to choose a Due By date. Simply click on the calendar icon to select the date. This Due By date will populate your contract and will show on the contract you provide to the family.

 

Adding a Payment:

To add a payment, click Add Transaction > Add Payments.

 

Enter the Payment Method, Payment Amount, Payment Date, Payer, and other details.

Contacts already listed in Family & Friends will show in the Payer drop-down. If you need to add another Payer, you can do so by clicking "Other-Person."

Additional fields will appear for you to enter the new Payer's information. First Name, Last Name, and Relationship are all required fields and whomever you add will be added to the Family & Friends page.

 

 

Once you've finished entering all payment and Payer details, click Save. If you'd like to print a payment receipt, click the Settings gear icon > Receipt.

You can also Delete or Edit the payment, if needed. Payments can also show up on the funeral bill and invoices.

 

Adding an Adjustment, Interest or Refund:

Click Add Transaction and select Add Adjustments, Add Interest or Add Refunds.

 

 

Adjustments:

Reduce the total amount the family owes. While Adjustment Amount and Payment Date are the only required fields, we recommend you include a reason why the discount is being made in the Details or Memo line.

This way you'll know what the adjustment was for later when looking back through your financials.

Once you click Save, the current balance owed will decrease by the adjustment amount.


Interest:

Increases the total amount the family owes. Manually add interest to this specific case by entering the Interest Amount and Payment Date and including a Memo.

Click Save, and the current balance will increase based on the interest amount entered.

Note: If you'd like to apply interest to multiple cases at the same time, Passare also has an Interest feature we can set up for you. For more information, see How to Apply Interest to a Balance.

 

Refunds:

Allow you to note any reimbursements made to the family if they've overpaid. Payment Amount, Refund Date, and Recipient are all required fields.

You can include a Check # or Memo as well, if you'd like. Hit Save. The refund to the Payer will show and the current balance will be adjusted accordingly.

Insurance Assignments may also be entered on the Payments & Adjustments page. For more information, see How to Enter & Track Insurance Assignments.

In the Accounting History section, you can click Detailed History to see the detailed list of what has been added or changed on the case's Payments & Adjustments page and who changed it.

You can also hit Add to Accounting Export if you're not using the automatic accounting feature and you'd like to export the case to the external Accounting software.

For more information about accounting exports, see How to Export an Accounting Export.

 

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!