Use this article to create an addendum specifically to manage the payment schedule for an agreement. You can use this to assign a payment schedule to a family or to provide specific options for families to select from when they fill out the agreement.
You can always make any other edits you need to make but this article will focus just on managing the payment schedule. Click below for more specific instructions with addendums if needed.
Adding an Addendum to Zero out an Invoice and Keep the Deposit
PRO TIP! Make sure you have the schedule that you need already created. Click here to learn more about copying payment schedules to help get new schedules created.
- Go to Leads Agreements > Edit lead agreement.
PRO TIP! Use the filters to help you narrow your search.
- Click Addendum.
- Click Manage assigned payment schedules to select the new schedule.
(Right-click and 'Open image in new tab')
- This will take you to your list of payment schedules to select from. Select the payment schedule that you would like to add for the agreement > click Done. If you are selecting more than one schedule for a family to select from while filling out the addendum you may select as many schedules as you need.
- If you are sending the addendum back to the parent then you are done! You can now notify them to log back in and sign the addendum.
The other option is to Auto Sign the addendum if you don't need a signature from the parent.
IMPORTANT! The addendum will NOT take effect until it is signed or auto signed!
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