Changes for page Create Contract

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• Page properties (1 modified, 0 added, 0 removed)

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1	1	{{include reference="KBArticleHeader.WebHome"/}}
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4	4	= Create a Contract =
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6	6	A contract allows you to group session items and invoice a member on a recurring basis. The application will generate invoices automatically based on the contract settings.
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14	14	|=Type|=Description
15	15	|**Term**|A fixed number of payments.
16	16	|**Ongoing**|The contract continues until stopped by the facility.
17		-|**Paid in Full**|A single payment for the entire contract value.
	16	+|**Paid In Full**|A single payment for the entire contract value.
18	18	|**Complimentary**|A contract for $0.00 with no recurring payments. Typically used for staff memberships, scholarships, or barter arrangements.
19	19
20	20	----
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41	41	|**Category** //(required)//|The category the contract belongs to. Revenue will be tracked in this category.
42	42	|**Tax Exempt Item**|Check if the contract should not be taxed.
43	43	|**Course**|Check to link this contract to a course on the schedule.
44		-|**Allowed for Store**|Check to make this contract available in the online store. When checked, two additional fields appear: **Image** (an optional photo that appears in the online store) and **Description** (a text description that appears in the online store).
	43	+|**Allowed for Store**|Check to make this contract available in the online store.
45	45	|**Member Type Assigned**|Assigns a member type to the member upon purchase.
46	46	|**Only Available To**|Limits which member types can purchase this contract. Defaults to //All//.
47	47	|**Assign to Program**|Assigns a program to the member upon purchase.
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70	70	=== Renewal Details ===
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72	72	|=Field|=Description
73		-|**Type of Contract** //(required)//|Select the contract type: //Term//, //Ongoing//, //Paid in Full//, or //Complimentary//.
	72	+|**Type of Contract** //(required)//|Select the contract type: //Term//, //Ongoing//, //Paid In Full//, or //Complimentary//.
74	74	|**Auto Renewal**|When checked, invoices are automatically generated from the purchase date.
75	75	|**Number of Times to Autorenew**|The number of equal payments for the contract. Check //Unlimited// for ongoing contracts.
76	76	|**Rules**|Set the billing frequency. Choose //Renew Every X Day(s)/Month(s)// for time-based billing, or //Remaining Items Less Than X// for usage-based billing. Note: usage-based billing can only be used when the contract contains a single item.
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81	81
82	82	|=Field|=Description
83	83	|**Initiation Fee**|A one-time fee added to the contract value, charged at the time of signing.
84		-|**Down Payment**|An upfront payment applied at the start of the contract. Choose //Apply to All// to recalculate all monthly payments equally, or //Pre-pay// to apply it to the next upcoming invoices until used up.
	83	+|**Down Payment**|An upfront payment applied at the start of the contract. Choose //Apply to All// to distribute the remaining balance equally across payments, or //Pre-pay// to apply it to subsequent invoices until used up.
85	85	|**Number of Free Payments**|The number of free payments offered from the start of the contract.
86	86	|**Last Payment Free**|Check to make the final payment free. Available for Term contracts only.
87	87	|**Invoice Value**|The value of each individual invoice. Calculated automatically.
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89	89	|**Payment Amount**|The amount per payment. Calculated automatically.
90	90	|**Apply Tiered Pricing**|Check to enable family contract pricing. Tiered prices are applied automatically based on the number of members added to a contract during sale.
91	91	|**Total Due at Signing**|The total amount due at point of sale. Calculated automatically.
92		-|**Cancellation Notice**|The notice period required for a member to cancel the contract. Options are: //No Cancellation Allowed//, //No Notice Required//, or a specific number of days ranging from 0 to 365 (0, 5, 7, 10, 14, 15, 20, 21, 25, 30, 45, 60, 90, 120, 150, 180, 240, or 365 days).
93		-|**Renew at End of Contract**|Select what happens when a Term contract ends: //No Renewal// (contract ends), //Additional Term// (renews for another term, with optional new payment amount), or //Converts to Ongoing// (goes month-to-month, with optional new payment amount).
	91	+|**Cancellation Notice**|The notice period required for a member to cancel the contract.
	92	+|**Renew at End of Contract**|Select what happens when a Term contract ends: //No Renewal// (contract ends), //Additional Term// (renews for another term, with optional new payment amount), or //Convert to Ongoing// (goes month-to-month, with optional new payment amount).
94	94	|**Conditions**|The terms displayed on the contract. Choose //Default Terms// (configured under Setup > Personalize > Contracts) or set custom terms for this specific contract. For contracts billing through Member Solutions, select //MSI Terms//.
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96	96	Click **Save and Exit** to save the contract, **Save** to save without exiting, or **Back** to return without saving.
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114	114	{{include reference="KBSupportCTA.WebHome"/}}