Changes for page Freeze/Unfreeze
Last modified by Isaac Mejia on 2026/03/19 17:52
From version 57.1
edited by Isaac Mejia
on 2026/03/19 17:52
on 2026/03/19 17:52
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To version 43.1
edited by Isaac Mejia
on 2025/12/15 16:29
on 2025/12/15 16:29
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... ... @@ -2,34 +2,47 @@ 2 2 3 3 = Freeze/Unfreeze = 4 4 5 - **Freezinga Contract**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}} 6 6 7 - Freezingsuspendsacontractbetweentwodates you specify.During the freeze period,no invoices are generated and no itemsare allocated. ForTerm contracts, any frozen payments are automatically appended tothe end ofthe contract, preservingthetotal payment count.7 +* [[Table of Contents>>Table-of-Contents_1534033990.html]] 8 8 9 - **Tofreezea contract:** Go to themember's Contracts tab, open the Actions drop-down, and select **Freeze**.9 + Freeze/Unfreeze (2) 10 10 11 + Created by 12 + Amith on Feb 18, 2021 11 11 12 - [[image:1773851400129-698.png]]**Choose yourfreezedates:**Setastartdateforthefreeze andan enddateforwhen paymentsshouldresume.Note that the**resumedatewillbecomethemember's ongoingduedategoingforward.**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 13 13 14 - [[image:1773851554371-648.png]]**Outstanding invoices:** Any outstandinginvoices eligible for freezing willappear in a grid belowthedate fields. Toincludetheminthe freeze, select the radiobuttonnexttoeachinvoiceyouwishtofreeze.16 +Navigate to the contracts tab of the member in question 15 15 16 - [[image:kb-1533935713-1534230610-1.png]]18 +from the actions drop-down choose Freeze 17 17 18 -**Note:** Only unpaid invoices with no used items are eligible for freezing. 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. 19 19 20 -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. 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. 21 21 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. 22 22 23 - [[image:1773852122176-622.png]]**Tounfreezea contract:**Go to themember'sContracts tab,open theActionsdrop-down,and select**Unfreeze**.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. 24 24 25 -[[image:1773852161622-901.png]]**Set a resume date:** Enter the date you'd like billing to resume, then click **Continue**. 31 +image:kb-1533935713-1534230616-1.png 32 +To unfreeze a frozen contract, navigate to the member's contract tab, and choose Unfreeze from the actions drop-down. 26 26 27 -[[image:1773852226459-386.png]]A confirmation message will summarize the changes- click **Unfreeze Invoices** to complete. 34 +image:kb-1533935713-1534230622-1.png 35 +In the page that opens choose the date that you would like the contract to resume billing then click continue. 28 28 29 -[[image:1773852275401-597.png]]Individual payments can also be frozen or unfrozen directly from the contract's payment history. Access this via the **View Payments** action on the Contracts tab, then click the **freeze/unfreeze** buttons next to each payment. 37 +image:kb-1533935713-1534230628-1.png 38 +As with Freezing a message will appear explaining the actions that will be taken. Click unfreeze invoices to complete. 30 30 31 -[[image:1773852385498-785.png]] 40 +image:kb-1533935713-1534230634-1.png 41 +You can also Freeze/Unfreeze individual payments by viewing the contracts payment history using the edit payments action from the contracts tab. 32 32 33 - [[image:1773852510176-772.png]]43 +Just click the red and green freeze or unfreeze buttons next to each payment to freeze or unfreeze it. 34 34 45 +image:kb-1533935713-1534230640-1.png 46 + 35 35 {{include reference="KBSupportCTA.WebHome"/}} 48 +
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