Every page you hand a family should look like it came from your funeral home. And every page you mail should land in the right mailbox. 📬

Customizable Headers makes both easy. Mailing a bill is now print, fold, done.

📢 Headers live inside Print Receipt. New to it? Start with Printing Exactly What Every Payer Needs with Customizable Receipts, then come right back. Setting the default for every case? See Setting Your Funeral Home's Default Statement Header, Columns & Legal Language.

🎨 What are Customizable Headers?

Not every payer is sitting across the desk from you. Michael lives in Spokane, and Prairie Star Life Insurance just wants an invoice.

So every receipt you build in Print Receipt comes with four headers, each made for where the page is going:

🤝 Handing it over? Use your official Statement header, or a clean Simple one.
✉️ Mailing it? The Envelope header lines up with a standard #9 double-window envelope.
🖋️ Printing on your own stationery? Letterhead leaves room for it at the top.

Find them under Customize Your Header, just above the Print Receipt button. Click one and the live preview changes right away.

🗂️ Meet the four headers

1️⃣ Statement

Your official Statement header, starting out just as the case’s Statement shows it. Untick any of its seven parts for this print.

2️⃣ Simple

A clean, centered block with just what you tick. The eight choices run from Funeral Home Logo to Informant Address, and Today’s Date is the day you print, not a date from the case.

💡 A page for Michael doesn’t need to name his sister as the informant. Untick Informant and Informant Address.

3️⃣ Envelope

Made for a standard #9 double-window envelope: your funeral home in the top window, the person you’re billing in the bottom one. No labels, and no hand-addressing when their address is on file.

4️⃣ Letterhead

Got pre-printed stationery? Letterhead leaves the top 2.5 inches blank and starts your receipt right underneath.

📍 Quick Statements start on Simple, Statements on Statement and Payment Receipts on Envelope. Switch anytime before you print.

✉️ How do I mail a bill in a window envelope?

This is where headers really shine. ✨

1️⃣ Choose Envelope

Under Customize Your Header, click Envelope. A little drawing shows exactly where everything lands.

2️⃣ Pick who it’s going to

Click the card of the person you’re billing; Print Receipt waits until you do. Someone missing? Click Add another person. No address? Click + Click to add one under the red No address on file.

3️⃣ Add your Invoice Language (optional)

Open Legal Language and Disclaimers and tick Invoice Language (you set its words on the back office Legal tab). With the Envelope header, it prints right beside your funeral home.

4️⃣ Print, fold, mail

Click Print Receipt, fold the page in thirds and slide it in. Done!

🖨️ NOTE: Print on US Letter at 100% scale (Default or Actual size), not Fit to page, so the address lands right in the window.

📸 SCREENSHOT: Lifestyle photo, no annotation: the printed Whitaker Statement folded in thirds and half-slid into a white #9 double-window envelope on a warm wood desk, with a stamp and a pen beside it. Ashford & Lane shows in the top window and Linda Moore in the bottom one.

🔵 Blue circle / ➡️ Blue arrow: none (a photo).

📐 Size: full width, or centered at about 500px.

🗂️ Source: new photo (the news item’s cover-photo idea).

🏷️ Alt text: A printed statement folded into a double-window envelope, the funeral home and Linda Moore’s address showing through the windows

Helpful Tip: Most of the time there’s nothing to pick! Payment Receipts start on the Envelope header already addressed to whoever paid, and View Payer Invoice always opens on it, addressed to that payer.

🛒 Which envelopes should I buy?

Any standard #9 double-window envelope (3-7/8 × 8-7/8 inches) works. These are the ones we recommend, the same ones linked in Print Receipt:

See Our Recommended Envelopes

📏 How addresses print, line by line

👤 The person you’re mailing: name, street, any apartment or suite on its own line, then City, State, ZIP.
🏛️ Your funeral home: logo, name, the first line of your address, City, ST ZIP, then “T:” and your phone.
🏦 An insurance company: its name, plus two blank lines to write the address in.

💼 Billing an insurance company?

Prairie Star Life Insurance doesn’t need the family’s whole story. It needs an invoice. 🧾

Click View Payer Invoice on the insurer’s payer card on the Payments page. The Statement opens in Print Receipt on the Envelope header, addressed to them by name, with their expected payment itemized.

Gather doesn’t store an address for insurance companies, so the window leaves room to write it in. The full walkthrough: How Do I Bill an Insurance Company (or Any Payer) with View Payer Invoice?

Recording the policy first? See Gather Pay: Insurance. Pre-need case? See How to Convert a Case From Pre-Need to At-Need in Gather.

🏛️ What does my official Statement header show?

Your official Statement is the one on the case’s statement page: the one you print, and the one the family signs. Its header has seven parts:

🖼️ Funeral Home Logo
🕊️ Case Name (always prints)
#️⃣ Case Number
📅 Date of Passing
🗓️ Statement Date
👔 Case Assignee
📍 Funeral Home Address

1️⃣ For one Statement

Open the menu at the top left of the statement page and click Edit how the Statement is displayed (or choose Edit Statement Display from the three-dot menu). Tick the parts you want under Customize Your Header, then click Save for Harold’s Statement.

2️⃣ For every case

On the back office Goods & Services page, open the Statement Builder tab and click Edit Default Statement Header. Every case follows it, past, present and future, unless its header was changed on its own statement page. The full how-to: Setting Your Funeral Home's Default Statement Header, Columns & Legal Language

🚫 Your official Statement always prints the case name, and only your team can change its header. Families never see these settings. A header change on one Statement applies to everyone who views, prints or signs it, but a copy the family already signed never changes.

Want to change more than the header? See Showing Families Exactly What's Owed with Customizable Statements.

🙋 Other FAQs

Why did my receipt open on a different header?

Each receipt type opens on the header you last printed it with, on that device. One exception: Print this Receipt on a payment from someone who isn’t on the case, like an insurance company, opens on Simple instead of Envelope.

What if the person has no address on file?

Click + Click to add one under the red No address on file. Or print anyway: the window leaves room for two lines you can write in by hand.

Can I address the envelope to someone who isn’t on the case?

Yep. Add another person opens the Invite dialog on the Guest tab, where you add their name and home address. An invitation goes out unless you switch on Don’t send invitation, and once they’re added, they’re picked for you.

Can I mail a Payment Receipt to someone other than the payer?

Not on the Envelope header: a Payment Receipt always goes to whoever paid. Pick Simple or Letterhead instead.

Why is there no “Invoice for” title on my receipt?

On the Envelope header, Quick Statements and Payment Receipts leave it off but keep its space, so everything still lines up with the windows. The full Statement prints it.

Why does the address have a comma before the ZIP?

The address you’re mailing to prints as City, State, ZIP, like Boise, ID, 83706, with any apartment or suite on its own line above.

Why doesn’t my funeral home’s suite number show?

The Envelope and Statement headers print only the first line of your address. The Simple header prints both, and a recipient’s second line (like Apt 4B) always prints.

Does changing header details in Print Receipt change the official Statement?

Nope. There they apply to that one print, and they start from the case’s Statement every time.

Will the Envelope header lick the envelope for me, too?

Well, it depends... just kidding! That part’s still on you. 😄 But the addressing? Done.

Need More Help? 👋

Chat with our team anytime. Or give us a ring at (208) 908-0488.

Making Every Page Yours with Customizable Headers

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