Parting Pro

The Reports section gives funeral home admins a view of business performance and downloadable financial data, all in one place. This article explains how to use both tabs.

Reports: Business Insights and Financial Reports

Hillary Scalmanini

Jenny Edmondson

Ashley Jones

All about payments, invoicing, and accounting. Make sure your finances are in order.

Payments & Accounting

How can I create and send invoices for online payments?

Creating and Sending an Invoice for Payment

How do I get multiple people to pay on one invoice?

Splitting an Invoice Between Multiple Payers

Read more to find out where you can see this fee and how it is automatically added.

Why can't I see the credit card fee on an invoice?

Information on the breakdown of included items in a package

All package items can be viewed on invoices

How can I remove an included item from an invoice?

Removing an Included Item from an Invoice

How do I discount the price of a package, service, or merchandise on an invoice?

Adding a discount to an invoice

How can I stop building the same invoice over and over again?

How to Create and Use Invoice Templates

How do I refund a payment to my customer?

How to Issue a Refund

Invoices are auto-generated for all online arrangements submitted by the family.

Auto-generated Invoices for Online Orders

Learn how to modify refund settings in the Payments tab. Adjust whether a refund reduces the balance due or not.

How to Modify Refund Settings

Sending Contracts & Invoices in Parting Pro

This guide explains what changes are allowed on invoices, what becomes locked after payment, and how to safely correct mistakes. It is normal to need to adjust or correct invoice…

Managing Invoice Edits and Payments

Enable a "Paid in Full" watermark on your invoices and payment receipts so families and staff can see at a glance that a payment has been completed.

Invoice Watermark Settings

Email a payment receipt directly to a payer's email address from any payment dropdown in Parting Pro, without downloading a PDF or leaving the case.

Resend a Payment Receipt

Invoicing

Watch this quick video to learn how to create and use invoice note templates!

Video Tutorial: Creating Invoice Note Templates

Quick Video Tutorials

Exciting Changes Coming to Your Payments! (Switch to Stripe & New Features)

Payment Processor Updates: Introducing Stripe

How can I reconcile my bank deposits with customer payments I've received?

Understanding Payouts (For Stripe Customers)

A quick guide to why Payment Processing Fees exist, what they cover, and your options

Understanding Payment Processing Fees

Stripe

Answers to the most common questions about setting up and using your Payrix account

Payment Account (Payrix) Frequently Asked Questions

I forgot my Payrix login information. How do I retrieve it?

Forgotten Payrix login details

How do I  pull a statement of transactions or report for certain time periods?

Pulling a statement or report of transactions in Payrix

We want to change our deposit bank account in Payrix. How do we update the new one and delete the old account?

How to change your bank account in Payrix

Payrix

Learn how to cancel authorized payments in Parting Pro within 3 hours to avoid processing fees and prevent funds from being captured.

How to Cancel a Payment

Learn how your credit card processing fee and family surcharge are calculated after the Aug 1 update

Understanding your processing fee

More on Payments

A simple explanation of how your Finance Export supports your bookkeeping

Understanding How Accounting Works With Parting Pro

Learn what your finance export provides and how you can use it

Understanding Your Finance Export

Understand how to import your finance data into QBO through a third-party tool

Importing Your Finance Data into QuickBooks

Learn the basics of how to export your financial data from Parting Pro and import it in QuickBooks Online

Quick Start: Exporting Financial Data from Parting Pro to QuickBooks Online (via SaasAnt)

How do I export financial data from Parting Pro to import into Quickbooks?

⚙️ Advanced Walkthrough: Importing Financial Data into Quickbooks Online through SaaSant

Understand your options when it comes to exporting financial data from Parting Pro

Exporting Financial Data

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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