📘 What You’ll Learn
The difference between Pay Now and Pay Later workflows for contracts and invoices.
How to send contracts, invoices, or both and when to use each option.
Step-by-step guidance on editing, regenerating, voiding, and resending contracts.
🌟 AMA Summary
In this month’s AMA, we dove into how contracts and invoices work together in Parting Pro and how to streamline them for different scenarios. The session walked through the step-by-step process of sending contracts, invoices, or both and when each approach makes the most sense. We also explored how to update, void, or resend contracts, along with best practices for regenerating contracts when new information becomes available.
📹 Full Video
🙌🏻 Highlights:
00:00 Welcome and Introductions
02:41 Current Customer Processes
04:21 How to send Invoice & Contract0
06:07 How to send Invoice Only
06:57 How to send Contract Only
09:06 Regenerating the Contract
11:56 How to Void a Signed Contract and Make Changes
13:18 How to resend a contract if the family decides to pay using non-electronic methods
17:37 Live demo: regenerating contracts and updating information
28:39 Addressing submitted questions
32:08 How to edit an invoice with a contract attached to add extra items (e.g., urns)
39:32 Understanding duplicated contracts and how they work
40:53 Where to find signed contracts in Parting Pro
45:30 How to resend a contract to a new signer