You might be making the occasional mistake when creating a contract for a member. This article explains several approaches to dealing with such mistakes in OfficeRnD.
Before you start
Cancel a contract
The contract is Out For Signature and it's not yet Signed, but you want to cancel it for some reason. The correct approach is to navigate to the contract you would like to cancel, click the ... button, choose Cancel, and then Confirm. This will change the contract's status to Canceled.
Terminate a contract
The contract is already signed, but it needs to be terminated. You can simply open the contract, click on the ... button, and choose Terminate. You will have to:
Specify a Termination Date.
Select a reason for the termination.
Add comments (optional) and click on the Terminate button
Delete a contract
You can delete a contract by opening it, clicking the ... button, and selecting Delete.
In another use case, a client changed their mind and no longer wants this contract, but it has already been invoiced. You can only delete contracts if the associated memberships have not been invoiced. Otherwise, you will receive the following error message:
This specific issue can only be fixed if the membership line items from the invoices are detached. You can find more info on detaching here& here. Once this has been done, you should be able to delete the specific contract. Note that we do not recommend the deletion of legally binding documents.