Void a contract and issue a new one

An issued contract can't be edited: void it with a reason, then issue a new one. A draft you don't need is deleted instead.

People with the «Sales» permission in edit mode. With view mode you can open, download and print contracts, but not create or change them.

The wedding contract is issued, and then Landmark Venues asks for 20 more chairs. An issued contract is locked, so you don't edit it: you void it, which keeps it on record as no longer valid, and issue a new one with the right lines.

Before you start

Voiding is final. The contract keeps its number, but it can't be signed or used again.
You can void a contract that's already signed. That's also the only way to undo a recorded signature.
Cancelling the order doesn't void its contracts. Void each one here.

Void the contract

Open the contract Open the wedding contract from «Sales» → «Contracts» or from the order's «Documents» card.
Click «⋯» → «Void» Filmo asks you to confirm, because it can't be undone.
Write the reason «Cancellation reason» is required, for example “Client added 20 chairs”. It's kept in the contract's history.
Confirm The contract is voided.

The header of an issued contract with «Mark as signed», «Send» and the «⋯» menu open: «Print», «Download», «Duplicate» and, set apart in red, «Void». — «Void» is the last option of the «⋯» menu.

The «Void Contract» window: “Are you sure you want to void this contract? This action cannot be undone.”, the contract #CT260010 and the contact Landmark Venues LLC, an empty «Cancellation reason *» box with the hint “The reason will be recorded in the contract history”, and the «Cancel» and «Void Contract» buttons. — «Void Contract» stays greyed out until you write the reason.

It shows as «Voided» in the list and in the order's card, with its number. That number isn't given to another contract.
It no longer accepts a signature, and the portal shows it to the client as voided.
You can still open, download, print and duplicate it.

The page of «Contract #CT260010» with a red «Voided» badge. «Mark as signed» is gone from the header; only «Send» and «⋯» remain. The PDF has a large “VOIDED” watermark across the lines, and «General information» still shows the number #CT260010 and the total of $6,741.00. — The voided contract keeps its number, and the PDF is stamped “VOIDED”.

Issue the new contract

How you prepare the replacement depends on what changed.

If the job changed, like the extra chairs, update the order and create the contract from it again, so it stays linked to the order and copies the new lines. If the order has a quote, the contract copies the quote: add a new version and confirm it first. See Create and issue a contract.
If only the contract was wrong, such as the template or a note, click «⋯» → «Duplicate» on the voided contract. The copy is a new draft with the same content, but it isn't linked to the order.

Then issue it and send it again. The client signs the new contract, not the voided one: Get a contract signed.

Delete a draft contract

A draft has no number yet, so you can delete it instead of voiding it, for example the extra draft a failed issue left behind. Open it and click «⋯» → «Delete».

Warning: «Delete» acts at once, without asking for confirmation, and the draft can't be recovered.

Issued contracts can't be deleted, only voided.

If you see an error

What you see	What it means and what to do
You must provide a cancellation reason	The reason is empty. Write it and confirm again.
Only draft contracts can be deleted	The contract is issued. Void it instead.
«Void» or «Delete» isn't in the «⋯» menu	«Void» appears only on issued contracts and «Delete» only on drafts. Both need the «Sales» permission in edit mode.

Frequently asked questions

Still stuck? Contact support

Before you start

Void the contract

Issue the new contract

Delete a draft contract

If you see an error

Frequently asked questions

Can I undo a void?

The client signed by mistake, or I marked it as signed by mistake. What now?

Should I void or delete?

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