📌 Understanding Your Options
When working in Parting Pro, you have three ways to send paperwork:
Invoice only – Use this when you just need to collect payment. No signature is required at this stage.
Contract only (SFGSS) – Use this when you need the family’s signature for compliance but aren’t requesting online payment yet. (An invoice is still created in the background to list services and merchandise.)
Invoice + Contract together – Use this when you want the family to sign the contract and pay online in a single step.
Reference Table
👇🏻 The table below shows common scenarios and which option to choose.
Situation | What to Do | Notes |
Family needs to sign the contract and pay online in one step | Create an invoice from the Payments tab. When sending, check the box “Include request for contract signature.” | The invoice and contract will be combined in one email. |
Family needs to sign the contract only (no online payment yet) | From the Contracts tab, click Add Contract. Create contract and invoice or attach existing invoice. | Every contract needs an invoice to display the service and merchandise details. If no payment is requested, the invoice is only used for listing items. |
Family needs to pay only (no contract right now) | Create an invoice from the Payments tab and send it without checking the contract signature box. | A contract can be generated later if needed. |
Contract already sent/signed, but purchaser info (address or Date of Death) is missing | From the Contracts tab, click Actions → Revise contract. Update the address inline, or add the Date of Death in Case Details, then refresh. Send the revised copy if desired. | Keeps the original signature valid while adding missing details. |
Contract already sent/signed, but it’s wrong (wrong items, amounts, or bundled incorrectly) | From the Contracts tab, click Actions → Void contract. Then either Duplicate the contract or create a new one, and resend. | The voided copy remains in the case with a VOID watermark. |
You accidentally sent an invoice and contract, but only need the contract signed, not payment. | From the Contracts tab, click Actions → Duplicate. The contract + invoice will be duplicated and you can start fresh by sending the Contract only without requesting payment. | Helpful if the family will pay by check or cash outside the system. |
You sent a contract but forgot to request payment | From the Payments tab, open the invoice, and click Send invoice. Do not include a contract signature request this time. | Payment and contract are kept in sync. |
You sent an invoice but forgot to send a contract | From the Contracts tab, click Add Contract, and select the existing invoice. Send for signature.
Or, from the Payments tab, click the three dots menu next to the Invoice and select Generate contract. Send for signature. | The existing invoice can be used to generate the contract so you don’t have to recreate it. |
You mistakenly sent an invoice and/or contract for a pre-need or imminent case. | You can void the contract and resend to the family. You can process a refund on the invoice. | Sending the voided contract to the family is optional. |