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Book without a contract

  • December 22, 2024
  • 2 replies
  • 29 views
Pete Denzel

Hi,

Does anyone know how to set a project to “booked” status without having the client sign a contract ?

Thanks!

Best answer by Tony Williams

My works around for this is to create a zero due invoice and mark it as paid.  The system will then show it as paid.  I wish they would recognize not everyone signs the digital contract and allow us to manually book the project. I hope this helps you.

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      2 replies

      Tony Williams
      • Tony Williams
      • Newcomer
      • Answer
      • December 25, 2024

      My works around for this is to create a zero due invoice and mark it as paid.  The system will then show it as paid.  I wish they would recognize not everyone signs the digital contract and allow us to manually book the project. I hope this helps you.

        Pete Denzel
        • Pete Denzel
        • Author
        • Newcomer
        • December 25, 2024

        Thank you Tony - I will give this a try.. 

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