Managing Purchasers

Manage buyers, link multiple records, create invoices, and generate deeds—all from one centralized location.

Getting Started

From the dashboard, select Configuration / Settings, then choose Purchasers Manager.

Access Required: You must have Master permissions to access this area.

Overview

This section allows you to manage purchaser records, which is especially useful when multiple cemetery records are tied to a single buyer.

Managing Purchasers

Add new purchasers or edit existing ones by updating their information and clicking Save.

Once saved, a grid will display all cemetery records associated with that purchaser.

• Click Add New to create a new cemetery record
• A new window will open for data entry
• Click Save when finished
• If additional changes are needed, return and click Edit

If using invoices, purchase date, price, and payment details are optional during initial entry.

Invoices

The invoicing system is optional and designed as a convenient way to track payments.

• Click an invoice number to view or print
• Click Balance Due to record payments
• Click Save Activity after entering payment details

To create an invoice, select records using Add to Invoice, then click Add Marked Records to Invoice.

A new window will open where you can adjust payment details and click Save Invoice.

Invoice Settings

Before creating invoices, configure your system settings:

• Choose fixed or variable payment structure
• This setting cannot be changed later
• Set interest and payment values, then click Save

Deed Template

If you plan to generate deeds, configure your Deed Template.

• Use keyword placeholders (ALL CAPS inside braces)
• Keywords must match exactly
• Customize Header, Body, and Footer
• HTML formatting is supported
• Click Save and Apply Template

Once configured, open a purchaser record and click the green DEED button to generate a printable certificate.

Printing Tips

• Enable Background Graphics
• Disable browser Headers and Footers
• Adjust scale (e.g., 80%) for best results

Continue to the Next Tutorial

Continue learning more about managing your cemetery records and workflows.