Creating a Contract from the Contracts Tab
📌 Required to send a contract:
Decedent name
At least one recipient with name + email
At least one invoice with at least one line item
Even if that item is $0, you can send the contract for signature!
How to create a new contract
Go to the Contracts tab of any case
Click Add contract
You’ll be taken to the Edit contract screen
Here you can:
Rename the contract (optional)
View decedent info (editable in Case Details only)
Add recipients who will sign the contract
Assign a funeral director's signature to apply to the contracts
Create/add one or multiple invoices to populate line items onto the contract
Once you've successfully created the contract, you can save it by clicking the Back to case button or send it for signature by clicking the Next button.
Creating $0 Contracts
You can associate $0 invoices to a contract as a way to collect contract signatures even if you do not need to collect payment. Any invoice with at least one line item is considered valid, even if the total amount is $0.
Once the invoice is added to the contract and you click Next, you'll be presented with an alert window asking to confirm that you want to proceed with a $0 contract. Clicking Proceed will take you to the next step where you can continue with sending the contract for signature.
