Some families will be able to provide you with life insurance policies to cover some or all of the costs of your services. In this case, you will be able to add a new payer card and instead of selecting a person who will pay, you will select the "Enter Insurance Policy" option. Let's cover the simple steps you will take to document an insurance policy payment:

2. Next you will be prompted to enter the insurance company name, policy number, the amount that is being covered, and your processing fee (Note: This fee amount is completely up to you as the funeral home). Once all the information is filled out, you may add the optional memo for the receipt, and then click on "Record Policy" to record this amount towards the contract total.

3. There will be a new policy record payment card created, and you will be able to come back to update it once this payment is submitted from the insurance company.

4. When that payment is received by the funeral home, you will go back to this pay card and click on "Record Payment On Policy". You may add any optional memo for the receipt, and then simply click on "Record Payment" below to continue.
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5. The payment is officially recorded and a receipt is generated automatically. You will then be able to print the receipt and save it, and forward it to the family for their records if needed.

6. If you ever need to return to this payment and update the amount or remove it all together, you will be able to do so from this pay card by clicking on "Adjust Payment". Here you will select to "Update Payment" or "Remove Payment" for your next action.

7. Lastly, you will now have live updates on the left hand side, on the payment summary window. Each Insurance Policy payment has a three dot menu next to it just like the contract line, and from here you have the options to View Receipt, Adjust Payment, and Remove Payment.