Overview:
Users with the "Edit Contracts" permission can easily backdate contracts that are in either Pending or Finished status. You can backdate contracts only within 14 days of the current date. If you need a contract to have an older backdate, Contact Dealerware Support.
Process:
How to Backdate & Start a Pending Contract:
Locate the pending contract and click the Contract ID
On the contract page, select the "Manage" tab
Scroll to the bottom of the page and click "Start Contract"
Depending on the contract's Program Settings, you may need to click "Continue without credit card" for this button to be clickable (screenshot)
In this menu, if needed, edit the date(s) & time(s) for the Actual Start and Scheduled Finish
Note: the Scheduled Finish Date/Time must be after the Actual Start Date/Time
Enter the reason the contract had to be backdated
Click "Start Contract"
The contract should now be started with the backdated actual start date & time
How to Edit the Actual Start or Finish Date/Time of a Finished Contract:
Locate the finished contract
Locate the customer's profile and click their name
Select the "Contracts" tab near the top of the page
Click on the Contract ID
On the contract page, select the "Manage" tab
In the "Booking Summary" section, click the "Edit" button in the top right of the box.
Edit the date(s) and/or times(s)
Enter the reason for the edit(s)
Click "Save" in the bottom right
