Only employees with the "Edit Contracts" employee permission can edit contract details. The contract edits covered in this article are only available on Dealerware Web.
Editing a Contract
If you made an error on a finished contract, you can follow these steps to correct it.
Locate and select the contract.
Locate the field you wish to update. Click the "Edit" button in the top-right of the section the field is in.
Edit the field(s) you need to update.
Provide a reason for the edits. This step is required.
Select Save.
At the bottom of the Overview tab, Notes will reflect the date and time of the edit, the employee who edited the contract, and the reason for the edits.
Important notes & best practices
Updates to dates, fuel, and odometer will affect billing if you have billing configured in Program settings. Navigate to the Billing tab for Contract Details to apply credits to the invoice or charge after making contract edits.
The customer will get a text message with an updated agreement every time a contract edit is made on a finished contract.
We recommend you reach out to the customer letting them know you'll be making edits to their contract so they aren't surprised by the updated agreement text message or subsequent charges.