TRANSACT: Back dated contract changes (scenarios)

There will be sometimes that you need to make changes to individual child contracts to reflect changes that you were not aware of at the time that the original contract was approved or when invoices have already been issued. Here are some examples of those more complicated scenarios.

1. Cancel any invoices which are no longer required to be paid
2. Assess proposed revised contract, and approve with consideration of the following checks  
   • check the transition date reflects the date the subsidy card expires. If transition date is not as required, edit transition date. 
   • check the subsidy payment plan is recommended. If Payment Plan template is not as required, edit payment plan
   • check line items shown in the schedule of payments look correct, noting that any line items which are not yet invoices and have  todays date or a date in the past, will be invoiced immediately. If line items are not as required, edit line items.

1. Cancel any invoices which are no longer required to be paid in full
2. Assess proposed revised contract, and approve with consideration of the following checks  
   • check the transition date reflects the date the subsidy card commences. If transition date is not as required, edit transition date. 
   • check the subsidy payment plan is recommended. If Payment Plan template is not as required, edit payment plan. 
   • check line items shown in the schedule of payments look correct (it is likely there will be no line items in this scenario)
   • Calculate any amount due for the partial term where the child was not eligible for a fee subsidy. Add line item by going to "edit line items" (note, this step is required as the system was unaware of the change to subsidy status until after it took place)

1. Assess proposed revised contract, and approve with consideration of the following checks  
   • check the transition date reflects the date the subsidy card expires. If transition date is not as required, edit transition date. 
   • check the subsidy payment plan is recommended. If Payment Plan template is not as required, edit payment plan
   • check line items shown in the schedule of payments look correct, noting that any line items which are not yet invoices and have  todays date or a date in the past, will be invoiced immediately. If line items are not as required, edit line items.

Please refer here to see more about changing transition dates, payment plans and editing line items.