Key takeaways
- Every package carries its own cost, not just a price.
- Add-ons are billed and costed from the same line.
- Instalment balances stay current on their own.
- Margin is visible per arrangement, not per month.
A funeral home does its most important work at the worst possible moment for record keeping. Arrangements are made at midnight, extras are agreed verbally, and payment is often promised rather than made. Weeks later nobody can say whether that arrangement earned anything. Punerarya PH keeps packages, services, add-ons and payments as connected rows so the chapel can be compassionate at the counter and precise in the ledger.
Price and cost belong together
Each package carries both what the family pays and what the arrangement costs the chapel. A service reads both from the package it points at.
That is the only way a chapel can tell the difference between a busy month and a profitable one, because the largest arrangements are not always the ones with the most margin.
Extras are lines, not conversations
Additional flower stands, an extra wake day, a memorial video, an out-of-town coach: each is an add-on line with a quantity, a unit price, and a unit cost.
The service total and the cost total both grow from the same lines, so an extra agreed at the counter cannot be billed without also being costed.
Instalments without a follow-up notebook
Payment for a funeral is very often partial at first. Each payment is recorded against the service it settles, so paid accumulates and the balance is always current.
The client ledger totals every arrangement a family has taken, which matters because families come back.
The month in six numbers
The dashboard shows packages on file, services arranged, service value, gross margin, balance uncollected, and collections less expenses.
The checks count duplicate service identifiers, services naming a client who is not on file, add-ons pointing at a service that does not exist, and any service collected beyond its own total.
Review exceptions every week
Resolve duplicate IDs, missing links, overdue balances, negative amounts, and open operational items in CHECKS before using the dashboard for decisions.
Punerarya PH Microsoft Excel Edition is designed for Microsoft Excel 2019 or newer on Windows or macOS.
No death certificate, transfer permit or civil registry filing, no memorial plan or pre-need contract administration, no cemetery or crematorium booking, no embalming inventory or licensing records, and no automatic reminders to families with balances.
Frequently asked questions
Can a family pay over several months?
Yes. Record each payment against the same service. Paid accumulates and the balance falls until the status reads Paid.
Does it handle memorial plans?
No. Pre-need and memorial plan administration is outside the workbook. Record the arrangement and whatever the family or the plan provider actually pays.
Can I change a package price for one family?
The package price is read from the package. For a one-off adjustment, add an add-on line, which keeps the change visible and costed.
Does this replace official records?
No. No death certificate, transfer permit or civil registry filing, no memorial plan or pre-need contract administration, no cemetery or crematorium booking, no embalming inventory or licensing records, and no automatic reminders to families with balances.
