TRANSACT: Approving a proposed contract with changes

Transact will recommend a child contract based on the Payment Plan Template that is marked as default for the program a child is enrolled for. 

It is possible to edit these proposed contracts before approval for each child. This may be required to add an adhoc charge or to apply a credit to a child's account. 

1. On the contract tab select "view" for a proposed contract
2. Select "edit line items" from the bottom menu bar
3. Remove / Update / Add New line items to the contractNote,
   • Name: This will be the name that will show on the invoice issued to the family
   • Item: This will be used for reporting purposes to ensure that the revenue is reported in the correct category. If you are adding a charge that requires a new Item you can add this via Items. Refer here for more information about setting up new item
   • Amount ex GST: The amount you wish to be invoiced, for credits enter a negative value. Refer here for more details about managing credits in EnrolNow. 
   • Invoice Date: If today is selected the invoice will send within 10minutes of saving, if a future date is selected the invoice will be sent automatically on this date. Note, payment will be due / deducted based on the payment terms set in your organisation settings. where the invoice date is the same as another line item these will all be sent on one invoice.
   • Coverage start and end dates: these are only required for term fees (where the item is marked as Term Fee = TRUE). These should be left blank if the fee being charged is not a term fee. 
4. Click Save 
5. Click Save and Approve to approve this updated contract for automatic invoicing