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Linking and Unlinking Cemetery Records and Invoices

If your council uses both Scribe Cemetery and Scribe Accounts, you can easily manage Exclusive Rights, Burials, Memorials or Scatterings that are linked to invoices. This guide walks you through viewing, unlinking, editing, and relinking cemetery records and their corresponding sales invoices.

1. 🔍 View a cemetery record and Its Linked Invoice

To check if a cemetery record has been invoiced and view the invoice details:

  1. Open Scribe Cemetery.

  2. Navigate to the relevant record.

  3. If is linked to an invoice, the invoice reference number will be displayed on the record.

  4. Click the invoice reference to open the corresponding Sales Invoice in Scribe Accounts.

  5. In the invoice, review:

    • Invoice number

    • Customer name

    • Invoice status

    • Payments received

  6. Scroll down to Related Records to view the link back to the cemetery record.

2. 🔗 Unlink a Cemetery Record from an Invoice

If you need to edit a record after it’s been invoiced, you'll first need to unlink it from the invoice.

  1. Return to the record in Scribe Cemetery.

  2. Click the three vertical dots (Actions menu) on the right-hand side.

  3. Select Unlink from Accounts.

  4. Confirm the action if prompted.

Once unlinked, the record can now be edited as needed.

3. ✏️ Edit the Cemetery Record (If Required)

After unlinking, you can update the details:

  1. Make any necessary changes

  2. Click Save to update the record.

💡 Tip: If you’ve made changes that affect billing, you may want to resend the record to Accounts to generate a new invoice.

4. 🔁 Relink the Cemetery Record to an Invoice

Once the record is updated, you can relink it to an invoice in Scribe Accounts:

  1. On the updated record, click the three vertical dots again.

  2. Select Link to Invoice.

  3. From the list of available invoices, select the correct invoice for the same customer.

    • Only invoices belonging to that customer will be shown.

  4. Click Link to attach the record to the selected invoice.

  5. A confirmation message will appear once the record is successfully linked.

5. ✅ Verify the New Link

To ensure everything is correctly linked:

  1. Return to the record.

  2. Confirm the new invoice number is displayed.

  3. Click the invoice number to view the updated invoice in Scribe Accounts.

  4. In the Related Records section, verify that the record is correctly listed.

📝 Optional: Open the previously linked invoice to ensure the cemetery record reference has been removed.