In a nutshell:
From the dashboard, choose the Configuration/Settings icon. You must have Master permissions to access this area.
Choose the option for Purchasers Manager.
From here, you can either Edit an existing purchaser, or Add New Purchaser. This feature comes in handy if you want to input many cemetery records purchased by a single buyer.
Input/edit the purchaser information as needed. Click on the Save button when complete.
A grid will appear at the bottom of the page showing any existing cemetery records that might have been purchased by this buyer, and give you the option to add new cemetery records for the buyer.
If you click on Add New, a new browser window opens so you can input information about the cemetery record. Click on Save when complete. If you are going to use the built-in invoicing feature, you don't need to input data for purchase date, price or amounts. The "add" page is abbreviated, so if you want to input more information, you click on the Edit hyperlink next to the cemetery record back on the grid page.
From here you can View Invoices. The invoicing feature is completely optional, you can keep track of that in another way if you prefer, this is just here as a bonus feature. If you click on an invoice number of an invoice that was already generated, you see a copy of that invoice so you can print it. If you click on the Balance Due of an invoice, you can input payment information as payments are received. Be sure to click on the Save Activity button when complete.
Clicking on the Edit hyperlink next to a Purchaser name will take you to a grid of all the cemetery records associated with this buyer.
If you wanted to create an invoice for this buyer, you would check the box for Add to Invoice for each cemetery record to be included on the invoice, and then click the button to Add Marked Records to Invoice. A new window will appear with the contents of the invoice. Interest and payment information are pre-filled based on information you would have already provided, but you can edit this information as you see fit. Edit the invoice as needed and click on Save Invoice.
Back on the main Purchasers Manager page is a menu option called Invoice Settings. You'll want to do this before creating invoices. This defines how you will be collecting payments from buyers. You can either choose fixed regular payments (like a house or auto loan) or variable payments (like a credit card). Once you select this option, it cannot be changed, so choose wisely. Input the values you want to use for your interest and payment calculations and then click on the Save button.
Also on the Purchasers Manager page is a menu option called Deed Template. If you plan to have the software produce deeds for your graves you would set that up here. This template uses 'keywords' which are replaced with information from your cemetery records. These keywords appear in braces and are in all capital letters. They must also be spelled exactly as illustrated on the right side of the page. A sample is already provided for you, but you will want to change this to suit your organization. To edit the template, there are three text boxes on the lower right portion of the browser window... Header, Body and Footer. Keep in mind that any time you use the return key on your keyboard, you are generating a new line on your deed template. If you have an understanding of HTML, you can also use those tags in these boxes. Be sure to click the Save and Apply Template button when you're done with your edits.
With the deed template configured, you can edit a purchaser, and then review the grid of cemetery records associated with this buyer. You'll see a green DEED button to the right of the grid. Clicking on this opens a new browser window containing the deed certificate. If configured correctly, the keywords will be replaced with information from your cemetery records. You can then use your browser's print function to send this to your printer or to a PDF file.
If you find that the deed is not formatted correctly on the printed page, you may need to edit your browser's print settings (more settings). For example, we recommend checking the box to display Background Graphics, and unchecking the box for Headers and Footers. You may also need to change the Scale to 80% so that it all fits on the page as expected.