Freeze/Unfreeze

Version 51.2 by David Stadnyk on 2026/03/18 16:45
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Freeze/Unfreeze

  Freeze/Unfreeze (2)

     Created by
     Amith on Feb 18, 2021

Freezing a Contract

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.

To freeze a contract: Go to the member's Contracts tab, open the Actions drop-down, and select Freeze.

1773851400129-698.pngChoose 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.

1773851554371-648.pngOutstanding 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.

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Note: Only unpaid invoices with no used items are eligible for freezing.

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.

1773852122176-622.pngTo unfreeze a contract: Go to the member's Contracts tab, open the Actions drop-down, and select Unfreeze.

1773852161622-901.pngSet a resume date: Enter the date you'd like billing to resume, then click Continue.

1773852226459-386.pngA confirmation message will summarize the changes- click Unfreeze Invoices to complete.

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You can also Freeze/Unfreeze individual payments by viewing the contracts payment history using the edit payments action from the contracts tab.

Just click the red and green freeze or unfreeze buttons next to each payment to freeze or unfreeze it.

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