Your screens can only fit so much so acronyms are needed to keep everything neat and tidy. Here are the definitions to help you understand more clearly.
Service
When and where the service was held.
Invoice
Details about the status of the Invoice note that if there are multiple invoices for the client they will all be listed.
The left side refers to the status of the invoice.
Unsent – Invoice has not yet been sent
Sent – Invoice has been sent to the family
Paid – Funds have been received
Withdrawn – No longer required or relevant
The right side refers to the status of promoting the invoice to your accounting program.
Entered – Invoice has been entered into the clients invoice area
Draft – Changes may still be required for this draft
Approved – by the accounts person or second staff member
Exported – Invoice has been promoted to accounting system
Post Service Notes
Any notes to leave for staff following the service.
The status of the death certificate with the registry of Births, Deaths & Marriages.
Sub (Submitted) – Registration has been send to BDM
Paid – Payment has been made for death certificate
Comp (Completed) – Certificate has been sent to family
Comp
All post service tasks have been completed.
Yes or No
