Free Funeral Invoice Template Invoice Template
A free, professional funeral invoice template for funeral homes, directors, and mortuary services that need to present an itemized statement of goods and services with clarity and care. Download it as Word, Excel, PDF, Google Docs, or Google Sheets and list professional services, merchandise, and cash advances on one organized statement. It follows the familiar itemized format families expect and keeps every charge transparent.
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| Description | Qty | Unit price | Amount |
|---|---|---|---|
| Basic services of funeral director and staff | 1 | $2,295.00 | $2,295.00 |
| Embalming and preparation of remains | 1 | $895.00 | $895.00 |
| Casket — selected model | 1 | $2,400.00 | $2,400.00 |
| Use of facilities for viewing and service | 1 | $650.00 | $650.00 |
| Cash advance — death certificates and clergy honorarium | 1 | $275.00 | $275.00 |
| Subtotal | $6,515.00 | ||
| Sales tax (8%) | $521.20 | ||
| Total | $7,036.20 | ||
Example figures — every field is editable in the download.
Who uses this template
- ✓Funeral homes and directors
- ✓Mortuary and cremation services
- ✓Cemetery and memorial-park operators
- ✓Pre-need funeral planners
- ✓Hospice-affiliated arrangement coordinators
What to include
- ✓Name of the deceased and informant
- ✓Itemized professional services charges
- ✓Merchandise: casket, urn, or vault selected
- ✓Cash advance items paid on the family's behalf
- ✓Pricing matched to the General Price List (GPL)
- ✓Total of charges and any deposits applied
- ✓Payment terms and accepted methods
Available in 5 formats
Word (.docx)
Fully editable in Microsoft Word, Google Docs, Apple Pages and LibreOffice — best for quick text edits.
Excel (.xlsx)
Line totals, subtotal and tax calculate automatically — best if you want the math done for you.
A clean, print-ready, fixed layout — best for emailing a finished invoice to a client.
Google Docs / Sheets
Open in your browser, then File → Make a copy to edit and share with your team.
Invoicing tips for funeral invoice template
- ✓ Itemize professional services, merchandise, and cash advances separately, mirroring the FTC Funeral Rule format families recognize
- ✓ Label cash advance items (death certificates, clergy fees, flowers) clearly since these are pass-through costs
- ✓ Make sure every price matches your General Price List to stay compliant
- ✓ Apply any pre-need deposits or insurance assignments as a visible credit line
- ✓ Note which items are optional so families understand what they chose versus what is required
Funeral Invoice Template invoice FAQ
Does the FTC Funeral Rule affect how I invoice?
Yes. The Funeral Rule requires you to give an itemized statement of goods and services after arrangements are made, with prices matching your General Price List. An itemized invoice that lists professional services, merchandise, and cash advances separately satisfies that requirement.
Is sales tax charged on funeral services?
Tangible merchandise like caskets and urns is generally taxable, while professional services are often exempt, but it varies by state. Apply sales tax only to taxable merchandise lines and confirm your state's rules.
What are cash advance items?
Cash advances are amounts you pay to third parties on the family's behalf, such as death certificates, clergy honoraria, flowers, or obituary notices. List them separately because they pass through at cost and are usually not taxed or marked up.
How do families typically pay a funeral invoice?
Common methods include direct payment, assignment of a life-insurance policy, or pre-need funds applied as a credit. Note the balance due after deposits and insurance assignments, and state your accepted payment methods.
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