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Changes for page Create Contract

Last modified by Isaac Mejia on 2026/02/05 15:22
From version 8.1
edited by Isaac Mejia
on 2026/02/05 15:22
Change comment: There is no comment for this version
To version 6.1
edited by Isaac Mejia
on 2025/12/15 16:50
Change comment: There is no comment for this version

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2 2  
3 3  = Create Contract =
4 4  
5 +{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/create-contract_1487536721>>https://membersolutions-9221154.hs-sites.com/kb/create-contract_1487536721]]{{/info}}
5 5  
6 6  A contract allows you to group session items to invoice on a recurring basis. Member Manager will create monthly invoices based on the contract settings you setup. The monthly payments can be automatically charged through your merchant processor or billed directly through Member Solutions.
7 7  
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33 33  
34 34   Once this is complete, select **Add Item.** So far, your contract should resemble this:
35 35  
36 -[[image:kb-1487536721-1622147277-1.png]]
37 +image:kb-1487536721-1622147277-1.png
37 37  **Renewal Details:**
38 38  
39 39  **Select the Type of Contract**
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48 48  
49 49  **Renewal Details**
50 50  
51 -[[image:kb-1487536721-2306998274-1.png]]
52 +image:kb-1487536721-2306998274-1.png
52 52  
53 53  **Auto Renewal:** This will create an autorenewal associated with the contract and the invoice will be automatically generated at the appropriate time.
54 54  
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64 64  
65 65  **Contract Details:**
66 66  
67 -[[image:kb-1487536721-2129362956-1.png]]
68 +image:kb-1487536721-2129362956-1.png
68 68  
69 69  The **Initiation Fee** adds to the total contract value. This fee will be applied at the time of signing. This can be adjusted on contract sale.
70 70  
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96 96  
97 97  When searching your contracts, contracts icons in blue or red have monthly payments, and contract icons in gray are either Paid in Full or Complimentary.
98 98  
99 -[[image:kb-1487536721-1487438315-1.png]]
100 +image:kb-1487536721-1487438315-1.png
100 100  ** Contract Status**
101 101  
102 102   After a contract has been sold to a member, they will have a status. Here are the status definitions:
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112 112  **Stopped**: Contract has been terminated
113 113  
114 114  {{include reference="KBSupportCTA.WebHome"/}}
116 +