Creating a MF File & MF Invoice on the Mar tin s System

Transcription

1 Creating a MF File & MF Invoice on the Mar tin s System To create a system Invoice a removal order and MF file needs to be created. Actions, MF file, New MF file. Once new MF file is selected the next screen will open. Click on New Removal Order.

2 Fill in all the necessary detail before saving. Click on save once everything is completed. The system will Auto generate a MF file number. This can be changed to the same number as shown on the physical blue file when editing the system MF file.

3 When you close your removal order you will be back at the screen where you started the removal order. Enter the auto generated MF number that appeared on the removal order after saving and search it. Click on Edit to open the System MF File. The System Mf file will open where you need to fill in the rest of the detail from the Blue file. You can change the MF number to the same one as on the physical file you did the arrangement with.

4 Once all the details is added on the general page you can continue to the next page of the MF File. Fill in the rest of the details as required.

5 If all the details are added and selected, select the save button and the page will be saved. Fill in all the details of the rest of the MF File and select Save All the cremation schedules, Police Statement (in case of unnatural deaths) and a still birth statement will be found under the tab Cremation / Schedules

6 Funeral documents can be added with the MF file as well under Funeral Documents Scan the funeral documents, and Add them to the MF File under Add Documents.. Add a description of the document you are adding like DHA 1663 or ID and Browse for your scanned file. Once you have selected your scanned document you can select Upload. The following message will appear.

7 Added files can be accessed under Funeral Documents on the MF File and can be viewed. The system can be used to store all the relevant funeral documentation SAFELY like Id s, Death certificate, DHA-1663, and so forth. To create a Funeral invoice move back to the General Details page by clicking the tab and scroll down to the bottom of the General Details page. At the bottom of the MF page you will see the following blue tabs. Click on the Invoice tab to open and create a Funeral Invoice. Bottom of the MF page you will see the following blue tabs. Click on the Invoice tab to open and create a Funeral Invoice.

8 Complete the information who the invoice is for, and fill in the relevant reference like the policy number and details when it is for one of our service providers, like ASSUPOL, Cornerstone, UASA, Solidarity and so forth. Tick the items that is necessary and relevant to the service in the block next to the description. Please also note that you can change the quantity and the price as well. Once all the items relevant to the service are ticked you can preview the invoice for the total.

9 After pressing preview the system will calculate all the ticked items on the invoice and give you a total. You will also notice that if the quantity is more than one it will multiply that amount with the rate of the items and give you the amount of the total quantity Sub Total and total will be given at the bottom. Once you are happy with the total you can click save. Please remember that the system auto generate an invoice number. So please make sure you take note of it once you save.

10 The following message will appear when the invoice is saved. Press the print button to view the invoice and the auto generated invoice number. It is not always necessary to print the invoice so the printing can be cancelled on the printing screen after the printing button was ticked.

11 Take note of the Invoice number for the purpose of capturing payment to this invoice number once this invoice is paid. MF Number. Your VAT number will also be showed on this invoice when registered for VAT and if your VAT number is added under Setup/Tools then Setup The Banking details will also show on the invoice. This will be the banking details that is added under Setup/Tools then Setup.

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