This is where you are able to add any ‘Disbursements’ or ‘Other Charges’ to the invoice.
The yellow list are the disbursements on the invoice.
The pink list at the bottom are the items that are able to be added.
The pink list filters out the options that do not apply. i.e hides all the cremation options when the deceased was buried.
The white text box to the right are invoice reminders. This displays reminders from data entered elsewhere in the software.
Let’s have a look at how to enter disbursements.
Double click on the line in the pink list that you wish to have on the invoice.
In the following example we clicked on the ‘Cemetery and associated Fees’ line.
As this disbursement has sub options – they now appear in the pink list.
Now we can double click on the ‘Interment Fee’ of $850.
FreeDAM sets that as the price for the disbursement.
If there was also a ‘Saturday Fee’ – then double clicking on this would add $200 to the disbursement price. Therefor allowing you to have all your pricing within FreeDAM for ease of use.
(This is set up in Preferences – Prices – Disbursements: Funeral & Disbursements: Sub)
Use ‘Tab’ on your keyboard to drop the disbursement into the yellow list.
Continue double clicking in the pink list and tabbing through the fields to add the items into the yellow list until your disbursements are all entered.
- Often the celebrant’s name is already specified as FreeDAM knows this from already entered data. (Stationery Screen)
- The Disbursements that do not have GST applicable have a ‘- No GST’ appended to the end of them.
- Disbursements that are not in the pink list are able to be added on the fly by just typing them into the top fields and tabbing through until they drop into the yellow list.
- FreeDAM can code disbursements to specific ledger sales accounts. e.g. all cremation fees can be coded to a cremation fees sales account allowing the owner to determine the economics of buying a cremator unit.
The Pink List
This is designed (as all pink lists within FreeDAM) to have items double clicked on from the top of the list – skipping over the items that are not required. For this reason it helps to have the pink list of possible disbursements in the same order as the list of items on your arrangement form.
Once double clicked, an item in the list will disappear from the list.
To get the entire list back click on the header of the list.
To remove a disbursement from the invoice – highlight the item in the yellow list and click the ‘Remove Selected Disbursement’ button.
Click the ‘Invoice Preview’ tab to see how the invoice will appear on paper.