Financial Agreement - Can I edit or delete it?

The admin has the option to edit/delete a financial agreement prior to publishing it. Here's how

Prior to publishing a Financial Agreement you have the option to make changes along the way.  The options vary slightly before or after finalizing it and having the family sign it.  Once an agreement is published, it can't be edited or deleted and charges will post to the account.

After a Financial Agreement is Published, you do have some options to amend it or add another agreement.  See the article - Financial Agreement - can I add another or amend it?

Before it's Finalized

At this point in the process, the admin has the option to "Enable Manual Edits" which lets you manually adjust each line item as well as remove or add line items.  Also, if you select the Action dropdown in the upper right, you can delete the agreement.

 

Here's a screenshot of the editing options...

 

If you enabled manual edits and things go wonky or you don't like what you see, you can undo them by selecting the Action dropdown and then "Disable manual edits..."  After clicking that, you should click Refresh to have it redo the auto calculations.

After it's Finalized / Before it's Signed

At this stage, you can delete the agreement or Reopen it.  Once you Reopen it, you return it to the created state and can edit it and then finalize it.  An example of this would be that you send the Financial Agreement to the family to sign, they review and find a discrepancy and let you know that it needs to be changed before they will sign it.

 

 

After it's Signed

In this case, the family signs the agreement and then you discover you need to make a change.  You have the same options here - to reopen or to delete it.  If you reopen, it will return to the Created state and you will be able to make edits, finalize and then have the family sign again.  You also, always have the option to keep this agreement, since it was signed, and just hide it from the family.  If you hide an agreement you can then create another one.