Your Statement is the page a family signs, keeps and passes around the kitchen table, so it should look like yours every single time. 🏛️ Set your default header, columns and legal language once, and every case and every teammate starts from your look. No fiddling required!
Table Of Contents:
🏢 Why set your Statement defaults?
Consistency, minus the busywork. Your defaults shape every Statement before anyone touches it:
🏛️ Header: which details print at the top.
📐 Columns: an evenly balanced Compact layout.
⚖️ Legal language: now with two brand-new spots, the Payments and Outside Charges sections.
🎯 Room for exceptions: a director can still adjust one Statement when a family needs something different.
Owners and admins set these in the back office. Families never see any of it.
🧭 How do I get there?
Two doors, same room.
1️⃣ From the back office
Open Gather's main menu and click Goods & Services. You'll land right on the Statement Builder tab, pictured above.
Psst: this is also where you choose how packages display. See 3 Options to Display Statement Packages.
2️⃣ From any statement
Open the statement page's three-dot (⋮) menu and choose Configure Statement Defaults. The small arrow icon beside it means it takes you out of the case.
🏛️ How do I choose the default Statement header?
1️⃣ On the Statement Builder tab, click Edit Default Statement Header.
2️⃣ Tick what you want and untick what you don't: Funeral Home Logo, Case Number, Date of Passing, Statement Date, Case Assignee and Funeral Home Address. Case Name always prints.
3️⃣ Click Save. The sample Statement updates right away. ✨
Important Note: Every Statement that hasn't been changed on its own follows your new default right away: on its page, in print and when sent for signing. A Statement whose header or columns were changed with Edit how the Statement is displayed keeps its own until someone sets it back. A copy a family already signed never changes.
🎯 Changing just one Statement (and going back)
To change one Statement's header or columns, a director clicks Edit how the Statement is displayed in the menu at the top left of its statement page (or Edit Statement Display in the ⋮ menu). The grey ? by Customize Your Header and by Make Statement Columns Equal shows your funeral home default first.
Click Save for Harold's Statement (it names the case you're on) and only that Statement changes, for everyone who views, prints or signs it. Set it back to match your default and it follows your default again. Full tour: Showing Families Exactly What's Owed with Customizable Statements.
📐 Can I make the columns equal by default?
Yep. Normally, Merchandise and Professional Services sit on the left of a Compact Statement and Cash Advances on the right. Equal columns spread everything evenly and fill the page before moving to page two.
Turn on Make Contract Columns Equal under Equal Contract Spacing, further down the Statement Builder tab. It saves on its own.
It only affects the Compact layout, since Visual has a single column. Signing copies always use Compact, so they get the tidy look too (see Signature Packet: Print and Sign).
🧭 Label check: On a Statement, the matching switch reads Make Statement Columns Equal, and it changes just that one Statement.
🚫 Equal columns can't be turned on while your funeral home uses NJ Groupings (which the Gather team sets up for you), either here or in Edit how the Statement is displayed. A one-off Statement printed from Print Receipt can still use them.
⚖️ How do I set up my legal language?
Your legal language has two brand-new homes: the Payments and Outside Charges sections.
1️⃣ Click the Legal tab, right beside Statement Builder.
2️⃣ Click + Add beside Payments Section or Outside Charges Section, type your text and click Save.
3️⃣ Want bold or italics? Tick Use Markdown at the top.
The Legal tab also holds your Invoice Language, Top of Statement and Bottom of Statement. Language for the Professional Services, Merchandise and Cash Advances sections, and your Statement Disclaimers, live on the Statement Builder's sample Statement: click Click to add optional language here... or Configure statement disclaimers.
🗺️ Where each one prints
Legal language | Where it prints |
Invoice Language | Every Payer Invoice, plus any receipt you include it on: beside your funeral home on the Envelope header, at the top otherwise. Never on the statement page. |
Top of Statement and Bottom of Statement | Every Statement, plus any receipt you include them on. The Payer Invoice leaves them off unless you tick them. |
Professional Services, Merchandise and Cash Advances Sections | Those sections on the Statement and the Payer Invoice, plus any Quick Statement you include them on. |
✨ Payments Section (new) | The Statement's Payments section, which prints when Actual or Expected Payments are Itemized. |
✨ Outside Charges Section (new) | The Statement's Outside Charges section, which prints when Outside Charges are Itemized. |
Statement Disclaimers | The Statement only. |
🙋 Other FAQs
Can I hide the Statement Date? What about the Case Name?
Can I hide the Statement Date? What about the Case Name?
Yep, every part except Case Name can be hidden, Statement Date included. Case Name always prints, because the official Statement always shows whose it is. 🔒
Will a change here reach Statements already in progress?
Will a change here reach Statements already in progress?
Yep, frozen ones included, unless a Statement's header or columns were changed on their own. Your legal language updates everywhere too. A signed copy never changes, so print or sign anything you need to keep exactly as it is first.
Why can't I edit the case number (or statement date) on the statement page?
Why can't I edit the case number (or statement date) on the statement page?
That part is hidden from the header. Turn it back on, for that Statement or as your default, and it's editable again.
Does the default header change the Simple or Envelope headers?
Does the default header change the Simple or Envelope headers?
Nope. It's your official Statement header, which the Statement header in Print Receipt also starts from. Simple, Envelope and Letterhead have their own options: see Making Every Page Yours with Customizable Headers.
Why don't I see my Payments Section language?
Why don't I see my Payments Section language?
It prints only with the Payments section, which needs Actual or Expected Payments set to Itemized in Edit how the Statement is displayed (each teammate sets their own). Same for Outside Charges.
Do the new sections need legal language?
Do the new sections need legal language?
Nope, it's optional. Leave them blank and the sections print without it.
What does Use Markdown do?
What does Use Markdown do?
It adds B and I buttons for bold and italics, for all your legal language at once. Unticking it later strips the bold and italics from the texts on the Legal tab.
We have more than one location. Do I set this up for each?
We have more than one location. Do I set this up for each?
Yep, each location has its own Goods & Services page and its own defaults. When Gather sets up a new location by cloning your GPL, your legal language (new sections included), Use Markdown setting, default header and equal columns all come along.
Who can change these?
Who can change these?
Team members with both Can access GOODS & SERVICES configuration and Can view CASE FINANCIAL DATA turned on in the Security tab of their settings.
Need More Help? 👋
Chat with our team anytime. Or give us a ring at (208) 908-0488.