A second tab under Billing is labeled A/R Forms.  The same tab appears under at-need and preneed although the available forms differ.




Here you may print Insurance Assignments and Contracts (Statements of Goods & Services). 


When you first come to this tab, Insurance Assignment will be selected.  The assignment form assumes you have entered a transaction in the amount to be assigned.  Click on the appropriate transaction from the list and select Preview.


To print a Statement of Goods and Services, select that form from the pull down list.