Page History: Changing a contract before it runs.

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Page Revision: 2015/01/20 17:44

Changing a contract before it runs.

We have created a contract and the contract has not started.

Sales person comes back and states dollar amount was supposed to be 16 dollars and not 15.

• Go to the Dashboard and select the Contracts Module.

• Select Joe's Roofing and look for the 195 dollars in the Revenue column.

• Select the highlighted item in the Item field.

• So select the contract and right click and select Revise.

The Contract Revise field will pop up.

• The original contract was for 22 days and we need to change the dates to match, also change the rate from 15 to 16.

This will take us from the 195 to the correct price of 224 dollars.

• Click the OK button.

This will take you back to the Contract.

• Go to the File Menu and select Approve as seen below.

An approval pop menu will appear.

• Click Yes