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Changes for page Viewing/Editing Contracts

Last modified by David Stadnyk on 2026/03/25 16:52
From version 10.1
edited by Isaac Mejia
on 2025/12/15 16:23
Change comment: There is no comment for this version
To version 16.1
edited by David Stadnyk
on 2026/03/25 16:52
Change comment: Uploaded new attachment "1774457536871-140.png", version {1}

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2 2  
3 3  = Viewing/Editing Contracts =
4 4  
5 -{{info}}KB: MSI Knowledgebase • Category: Member Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/viewing-editing-contracts-1487536832>>https://membersolutions-9221154.hs-sites.com/kb/viewing-editing-contracts-1487536832]]{{/info}}
6 6  
7 -* [[Members>>Members_1616674875.html]]
8 8  
9 - Viewing/Editing Contracts
7 +**Viewing Contracts**
10 10  
11 - Created by
12 - Amith, last modified by
13 - Cathy Beckstead on Jul 26, 2023
9 +There are two ways to view contracts: through a member's profile or via **Sales > Edit Existing Contracts**.
14 14  
15 -There are two ways to view contracts. You can view a specific member’s contract under their profile or you can view under the Sales>Edit Existing Contracts.
11 +**View Under Member Profile** Navigate to **Members** and search for the member to open their profile, then go to **Account > Contracts**. From here, use the **Select Action** drop-down to:
16 16  
17 -**View under Profile**
13 +* View Invoices
14 +* Edit Autorenewals or Payments
15 +* Terminate, Freeze, or Pay a contract
18 18  
19 -Go to Members, and search for the member to bring up their profile.
20 20  
21 -* Go to Account>Contracts
22 22  
23 -* From here, you can use the Select Action drop down to View Invoices, Edit Autorenewals or Payments. Terminate, Freeze or Pay a contract.
24 24  
25 -image:kb-1487536832-2123071534-1.png
26 -**View using Sales>Edit Existing Contracts**
20 +[[image:1774369773686-134.png]]
27 27  
28 -To view all active contracts, search under Status=Active. You can also search for a specific member or by contract ID. Clicking on a Purchased For or Purchased By name will bring up that profile in a new tab. Click on the Contract name or ID and that will bring up the contract details below.
29 29  
30 -image:kb-1487536832-2122776589-1.png
31 -Click **Actions **to perform any necessary changes.
32 32  
33 -image:kb-1487536832-2122776595-1.png
34 -**Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:**
24 +**View via Sales > Edit Existing Contracts**
35 35  
36 -* **View Invoices - ** View all invoices associated with this contract
26 +To view all active contracts, search using **Status = Active**. You can also search by member name or contract ID. Clicking a **Purchased For** or **Purchased By** name will open that member's profile in a new tab, while clicking the contract name or ID will display the contract details below.
37 37  
38 -* **View/Edit Auto Renewals** (for Member Solutions billed contracts, this will say View) - This screen will allow you to adjust the auto renewal date, payment amount or change to “no renewal”. This screen will also allow you to update the payment profile.
39 39  
40 -* **View/Edit Payments** (for Member Solutions billed contracts, this will say View) - This screen will allow you to freeze/unfreeze a payment, update a payment amount or change a payment date. This can be done on the individual payment date or in bulk with the options at the top. [[Click here for more details on freezing.>>1484292112.html]]
29 +[[image:1774457018512-156.png]]
30 +Click **Actions **to perform any necessary changes.
41 41  
42 -* **Terminate - **Use this option to cancel a contract. A contract can be cancelled with nothing further due, or cancelled with a future, final payment date. [[Click here for more details on terminating a contract.>>Terminate-A-Contract_1484292353.html]]
32 +[[image:1774457522392-827.png]]
43 43  
44 -* **Freeze -** Use this option to freeze until a future date.
34 +**Available Contract Actions**
45 45  
46 -* **Pay Contract - **Use this screen to pay past due invoices or pay ahead. Any amount paid ahead will apply to future invoices once they are created. [[Click here for more details on paying a contract.>>Paying-A-Contract_1487437850.html]]
36 +The following actions are available from both the member profile and the **Sales > Edit Existing Contracts** screen:
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48 -{{include reference="KBSupportCTA.WebHome"/}}
38 +* **View Invoices** — View all invoices associated with the contract.
39 +* **View/Edit Auto Renewals** — Adjust the auto renewal date, payment amount, or set to no renewal. Also allows updating the payment profile. //(For Member Solutions billed contracts, this will display as View only.)//
40 +* **View/Edit Payments** — Freeze/unfreeze, update amounts, or change payment dates for individual payments or in bulk. //(For Member Solutions billed contracts, this will display as View only.)//
41 +* **Terminate** — Cancel a contract with nothing further due, or with a future final payment date.
42 +* **Freeze** — Suspend the contract until a specified future date.
43 +* **Pay Contract** — Pay past due invoices or pay ahead. Any advance payments will be applied to future invoices once generated.
49 49  
45 +{{include reference="KBSupportCTA.WebHome"/}}
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