For the goods and services to show on your accounting and revenue reports, all at-need and cash sale cases need to be signed.
Signing cases
Once the contract has been added to the Goods & Services page of a case, scroll down to the Sign section.
Before signing, check that the full contract is added in Passare. While it's possible to make changes after signing, you'll be required to re-sign.
When you're ready to sign, select Yes under the sign section.
If the signing date should not be today, uncheck the box and manually change the sign date. This is useful if you are signing old cases and need financials to appear on a specific monthly report.
Note: Signings cannot be future dated.
Save the page to finalize signing.
Once saved, you will see a record of who signed the Goods & Services and when.
Re-signing
If you make updates to the Goods & Services, you will be prompted to re-sign.
Re-signing is important as it ensures all contract changes are captured on financial exports and reports.
To re-sign, either leave the Today box checked or uncheck to manually change the date. The date/time must be after the signing before.
Click Re-sign.
The new signing will be recorded at the top of the table.
Repeat these steps any time the Goods & Services page is edited.
Need more information?
Need help? Email us at support@passare.com or call 1-800-692-5111.