By creating and emailing a quote for a plot or goods and services, you can have your customer review the quote and either approve or reject it before converting it to an invoice for payment.
- EverArk Cemetery Software navigation: Action Menu > New Quote |
By saving and identifying your contacts with roles, you can more easily filter and manage your address book. Add prospects, plot owners, designees, next of kin, vendors, and many more.
- EverArk Cemetery Software navigation: Cemetery > Invoices > Review or Edit > Add Financing |
By creating a new invoice, you can save a draft for review. When ready, you can email the invoice to a customer for online payment by leveraging our Stripe or PayPal integration. You can also track the status of your invoices - Declined, Late, Partial, and Paid.
- EverArk Cemetery Software navigation: Cemetery > Invoices > Review or Edit | Action Menu > New Invoice |
By setting up your automated reminders, you can remind customers of late or forgotten payments. You can configure the custom email messages and manage the frequency of the reminders.
- EverArk Cemetery Software navigation: Settings > Configure > Invoices tab |
By adding and managing subscriptions, you can provide better support to your customers for recurring services such as adding flowers each month to a gravesite. Your subscription invoices will be automatically sent each month for online payment.
- EverArk Cemetery Software navigation: Action Menu > New Invoice > Create recurring invoice |
By going to the Settings > Configure > Invoices view, you can personalize your invoices for your cemetery. You can set default line-items, add your cemetery logo, add your address, and much more.
- EverArk Cemetery Software navigation: Settings > Configure > Invoices tab > All Options |
Take a quick tour of EverArkLearn how EverArk can help you manage your cemetery and increase your revenue and growth.
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DIGITAL LEGACY AND LOCATION SERVICES FOR BURIAL SITES Covered by: U.S. PRV Application No. 15/865,298 |
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