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Changes for page Freeze/Unfreeze

Last modified by Isaac Mejia on 2026/03/19 17:52
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edited by David Stadnyk
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edited by Isaac Mejia
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2 2  
3 3  = Freeze/Unfreeze =
4 4  
5 -{{info}}
6 -KB: MSI Knowledgebase • Category: Member Management • Source: https://membersolutions-9221154.hs-sites.com/kb/freeze-unfreeze-2-1533935713[[https://membersolutions-9221154.hs-sites.com/kb/freeze-unfreeze-2-1533935713]]
7 -{{/info}}
5 +{{info}}KB: MSI Knowledgebase • Category: Member Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/freeze-unfreeze-2-1533935713>>https://membersolutions-9221154.hs-sites.com/kb/freeze-unfreeze-2-1533935713]]{{/info}}
8 8  
9 -* [[Table of Contents>>Table-of-Contents_1534033990.html]]
7 +* [[Table of Contents>>Table-of-Contents_1534033990.html]]
10 10  
11 11   Freeze/Unfreeze (2)
12 12  
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13 13   Created by
14 14   Amith on Feb 18, 2021
15 15  
14 +Freezing a contract places it on hold from the date you choose until the date you choose for it to resume billing. During this time no invoices are generated and no items are allocated. For Term contracts, all frozen payments will be added to the end of the contract to preserve the original number of payments. Please follow these steps to freeze a contract
16 16  
17 -**Freezing a Contract**
16 +Navigate to the contracts tab of the member in question
18 18  
19 -Freezing suspends a contract between two dates you specify. During the freeze period, no invoices are generated and no items are allocated. For Term contracts, any frozen payments are automatically appended to the end of the contract, preserving the total payment count.
18 +from the actions drop-down choose Freeze
20 20  
21 -**To freeze a contract:** Go to the member's Contracts tab, open the Actions drop-down, and select **Freeze**.
20 +image:kb-1533935713-1534230597-1.png
21 +In the page that pops up choose when you would like the freeze to begin and then choose the date that payments should resume. The date you choose to resume will be your due date going forward.
22 22  
23 +image:kb-1533935713-1534230604-1.png
24 +If the contract has any outstanding invoices available to be frozen they will show in a grid below where you entered your freeze and resume dates. You can choose to freeze these invoices as well by clicking the radio button next to each one you want to be frozen.
23 23  
24 -[[image:1773851400129-698.png]]**Choose your freeze dates:** Set a start date for the freeze and an end date for when payments should resume. Note that the **resume date will become the member's ongoing due date going forward.**
26 +image:kb-1533935713-1534230610-1.png
27 +Only invoices that have not been paid and from which no items have been used can be frozen.
25 25  
26 -[[image:1773851554371-648.png]]**Outstanding invoices:** Any outstanding invoices eligible for freezing will appear in a grid below the date fields. To include them in the freeze, select the radio button next to each invoice you wish to freeze.
29 +Once you have chosen your dates and selected any outstanding invoices you wish to be frozen, click the continue button. I message will appear to verify which dates and invoices you are freezing. To complete the freeze click the freeze invoices button.
27 27  
28 -[[image:kb-1533935713-1534230610-1.png]]
29 -
30 -**Note:** Only unpaid invoices with no used items are eligible for freezing.
31 -
32 -Once your dates and invoices are selected, click **Continue**. A confirmation message will display your chosen dates and selected invoices — click **Freeze Invoices** to complete the freeze.
33 -
34 -
35 -[[image:1773852122176-622.png]]
31 +image:kb-1533935713-1534230616-1.png
36 36  To unfreeze a frozen contract, navigate to the member's contract tab, and choose Unfreeze from the actions drop-down.
37 37  
38 -[[image:kb-1533935713-1534230622-1.png]]
34 +image:kb-1533935713-1534230622-1.png
39 39  In the page that opens choose the date that you would like the contract to resume billing then click continue.
40 40  
41 -[[image:kb-1533935713-1534230628-1.png]]
37 +image:kb-1533935713-1534230628-1.png
42 42  As with Freezing a message will appear explaining the actions that will be taken. Click unfreeze invoices to complete.
43 43  
44 -[[image:kb-1533935713-1534230634-1.png]]
40 +image:kb-1533935713-1534230634-1.png
45 45  You can also Freeze/Unfreeze individual payments by viewing the contracts payment history using the edit payments action from the contracts tab.
46 46  
47 47  Just click the red and green freeze or unfreeze buttons next to each payment to freeze or unfreeze it.
48 48  
49 -[[image:kb-1533935713-1534230640-1.png]]
45 +image:kb-1533935713-1534230640-1.png
50 50  
51 51  {{include reference="KBSupportCTA.WebHome"/}}
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