How to edit a remote agreement

Once you have filled out your remote agreement, it will be sent to the customer to sign ( to see how to complete a remote agreement, click here). The agreement will then be sitting in your list of accounts. To find the list of your accounts simply go to the administration tab at the top of the page and select either all agreements or remote agreements.

Here, you will see a list of all of the agreements that you have. If an agreement has been sent to a customer and has not yet been signed, the status will be awaiting signature and you will be able to amend it should you need to. So, if the customer receives the agreement and wants to change a payment date or start date, you can go into the agreement and make changes.

Click on the edit entry box and it will bring up all of the details of the customer's agreement. You can then simply change the detail that needs changing.

Now you just need to scroll to the bottom of the page and click on update.

That will update the agreement. If an agreement has already been signed, it cannot be amended. So if a customer needs to make a change, it is important that they do so before signing.