How to Create a Sale

This article outlines the steps to record Sales in Cemify for your cemetery.


In most cases, cemeteries choose to only create sales records from the moment they start using Cemify. Historically, backfilling sales can be a time-consuming process that is often impossible due to a lack of information in paper records. However, keeping proper sales records moving forward can ensure improved records, more efficient workflows, and easier reporting.


Sale—A sale in Cemify is a transaction related to the cemetery, such as the sale of burial rights or the sale of grave opening and closing services. 

Sales can include:

  • Purchasers (the payee in the transaction) 
  • Associated Plots (the plots associated with that sale) 
  • Line Items (details of what is being purchased)
  • Payments (a record of payment or payments for that sale)
  • Custom Fields (optional, for recording additional information about a sale)

Included in this Article:

Steps to Create a Sale:


  1. Start by going to the 'Sales' page in Cemify:

  1. Once the Sales page is pulled up, click the 'Add Sale' button on the right of the page:

  1. This will create a new sale in Cemify with a unique Sale ID (located at the top right corner of the sale):

Entering Details for a Sale:

1) Date:

  • The date of the sale will automatically default to the day you create it in Cemify. However, if you are adding in a past sale, we recommend you change the date of the sale.
    1. To change the date of the sale, click the pencil button to the right of the date. (The date is located in the top banner of the sale toward the left-hand side):

b. Select the correct date & click 'Update':

2) Purchaser:

  1. Click the 'Add Purchaser' button to the right of the 'Purchaser' title.

NOTE: more than one purchaser can be added to a sale.

  1. A window that says, 'Add a purchaser to this sale' will pop up. You can use the search bar in this window to search for a person who has already been added in your system, or you can add a new person from this window

  1. As you type in a name, it will search for names already added as Owners or to the 'People' page. If the person has not been added yet, click the 'Create new person' button to add a person.

(This button will not appear until you have started to type in the search bar):

  1. If adding a new person, add in the relevant details for this person & click 'Add Purchaser':

TIP: Details can always be changed or added later for a Purchaser by going to

the 'People' tab, searching for the person & changing/adding the details.


TIP: If you have Automations turned on for your Cemify account,

the Purchaser will automatically be added as an Owner on any plots added to the sale.


3) Associated Plots:

  1. Click the 'Add Associated Plots' button to the right of the 'Associated Plots' title.

  1. A window that says, 'Add associated plots to sale' will pop up. You can search for the plot using the Search Bar atop the window or the Entity Tree on the left. Multiple plots can be added to a sale:

  1. Select the box to the left of the plot to include it in the sale. When you are done selecting your plots, click the blue 'Add Plots' button on the bottom right of the window:

TIP: If you have Automations turned on for your Cemify account, the plot status will automatically change to 'Sold' if you add a plot to a Sale with a Purchaser added.


TIP: If you accidentally add the wrong plot to the sale, it can easily be removed. Click the three dots (ellipsis) button to the right of the listed plot under 'Associated plots.' You will then need to revert the status of that plot if necessary.


4) Line Items:

NOTE: Line items can be added & saved in Cemify Settings so the information (description & dollar amount) will automatically populate in a sale. For more information on adding Line Items to Cemify, please visit this article:

If you have any issues, please reach out to Cemify at support@cemify.com


  1. Click the 'Line Items' button to the right of the 'Line Items' title.

A) If you have NOT added any Saved Line Items in your Cemify settings,

you will see the following window:

  • Click the blue button that says, 'Click here to add your first products/services'
  • This will bring you to the Settings Page to add Saved Line Items to your Cemify Account. Please refer to this article for help doing that: How To Add & Manage Saved Line Items

B) If Saved Line Items have been added in your Cemify settings (often done during your initial Training Call for newer accounts), you will see something similar to the following window.

(NOTE - the descriptions, SKUs & dollar amounts are customized to your account):

  • Update the 'Quantity' (QTY) amount for any of the relevant Line Items.
  • The Amount under 'TOTAL' will change as you update the quantity.
  • Click the blue 'Add to Sale' button on the bottom right of the window to add these line items

TIP: If you click the 'Magnifying Glass' button on the top right of the 'Add Line Items'

window, you will see the following window. This feature allows you to

search for Saved Line Items by typing in the search bar under 'NAME & DESCRIPTION':

To get back to the other view (where all Saved Line Items are listed)

click the button to the right of the magnifying glass:


*If you do not see either of these options (A or B from above) when adding

Line items: your Cemify account is likely eligible for a free upgrade.*

Please visit this article for steps to Upgrade your account:

How To Upgrade To Enhanced Sale Line Items


5) Payments:

You have the option to record individual payments for a Sale or to add a Payment Schedule.

  1. Click the 'Record A Payment' button or the 'Add Payment Schedule' to the right of the 'Payments' title.

  1. Fill in the relevant details:

If you are Recording a Payment, you will see this window:

  • Add in the relevant details & click the blue 'Save' button on the bottom right of the window

If you are adding a Payment Schedule, you will see this window:

  • Select either option, fill in the relevant details, and click the blue 'Add Payment Terms' button at the bottom right of the window.

  1. If you need to change the details for a payment that has already been added:
  • You will need to delete the payment & re-add it to change any of the information
  • Click the three dots (ellipsis) button to the right of the payment, and click the 'Delete Payment' button:


  • Then add the payment again (using the steps above) with the correct details

Other Helpful Tips


After you have added a Purchaser, Plot, Line Item & Payment:

  • All the important details for a Sale have been added!
  • The Banner at the top of the sale will have a brief summary of the Sale details:
    • Sale Date
    • Sale Created By
    • Total of Payments
    • Unpaid Principal
    • Payment Status
  • If you do not add a Payment, the Sale will show as 'Has Unpaid Balance':

    • If a Sale has been fully paid for we recommend adding the payment as well.
    • If adding a Payment we recommend adding relevent Line Items first.
    • Not adding the payment, will affect information in certain Reports & can mean that when you filter by 'Outstanding Balance' in Sales, any without a payment recorded, but line items added will be listed.

  • If the sale has a Payment equal to the Sale total, it will show as 'Paid in Full':



If you need more fields added to a Sale:

If you need to more fields added to a Sale, you can add in any custom fields to your Cemify Account for Sales. For example, if you want a Contract Number added to each sale you can add a field that looks like this:

Please visit these articles for more information on adding or editing custom fields:


If you encounter any problem or issues please reach out to Cemify Support at support@cemify.com

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