Adding a Contract to an Invoice
To add a contract to an invoice:
In the Invoice Home, click Manage the contract for this invoice to go to the Contract management page (see image below)
Click Create Contract in the upper right or Add a Contract in the middle of the page
Choose whether to include this contract in the Invoice Preview
If you have created a contract template click Choose Template to use your template for the invoice. Otherwise, copy and paste your contract into the text editor
Adding a Counter-Signer
If you would like to add a counter-signer from your business, type in the name of the employee under Business Counter-Signer and click on their name to add them. The E-Signature section will display for them to sign.
Changing the Event Status After the Client Signs
If you would like to change the event status after your client signs, under Signing Status, choose the desired event status in the Event Status dropdown menu.
Editing/Changing Contract Details
If you need to change the wording or details of the contract
Click on the Make Changes to this Contract button in the invoice home screen to view your contract
Click Edit Contract
Enter your text changes
Click Save Changes save your edits.
Showing the Contract in the Invoice Preview
To display the Contract tab on the invoice preview, make sure Show Contract is enabled in the invoice settings.
