Families typically select an urn during online checkout as part of their arrangements. In some cases, a family may complete checkout before choosing an urn or may want additional time or guidance.
This article explains how to follow up with the family, share urn options, and send an invoice for payment using Parting Pro.
When to Use This
Use this approach if:
A family completed online checkout without selecting an urn
A family asked to review urn options after arrangements were completed
You need to follow up on urn selection without reopening checkout
There is currently no standalone checkout for ordering only an urn. This process allows you to complete the urn selection separately while keeping everything documented in the case.
How Urn Ordering Works After Checkout
When an urn is selected during checkout, ordering happens automatically after payment.
When the urn is selected after checkout:
The family reviews urn options
An invoice is created or updated and sent to the family for payment
Once payment is complete, the urn order is placed automatically
A confirmation note is added to the case
The ordering process is the same. The timing of the urn selection is the only difference.
Sharing Urn Options With the Family
You can share the following link with the family so they can review available urn options:
This link is for viewing options only.
Ask the family to reply with the name of the urn they would like to purchase.
Sending the Follow Up Email From a Case
The easiest way to guide the family through urn selection is by using Custom Outbound Emails from within the case.
Using a Saved Email Template
From the Emails tab in the case, you can:
Select the family’s email address
Choose your saved urn selection template
Customize the message if needed
Send the email directly from the case
This keeps all communication organized and tied to the case.
Sample Family Facing Email
Subject: Urn selection
Hello {{Family First Name}},
Thank you for completing the online arrangements. We wanted to follow up regarding the urn selection.
Urns are often selected during checkout, but it is completely okay if you wanted more time to review your options.
You can view the available urn options using the link below:
Once you have reviewed the options, please reply to this email with the name of the urn you would like us to add to your arrangements.
After that, we will send you an invoice so you can complete payment. Once payment is complete, we will place the order for you.
If you have questions or would like help choosing, please feel free to reply.
Warm regards,
{{Funeral Home Name}}
What Happens Next
After the family replies with their selection:
An invoice is created or updated and sent to the family
Once payment is complete, the urn order is placed
A confirmation note is added to the case
Common Questions
Does the family need to redo checkout?
No. The urn can be added without reopening checkout.
Is this how urns are usually ordered?
Most families select urns during checkout. This article covers what to do when they do not.
Is the ordering process different?
No. Ordering works the same once payment is complete.
Need Help?
If you have questions about adding an urn after checkout or need help with invoicing, contact Parting Pro Support through chat or email at [email protected].