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Changes for page Viewing/Editing Contracts

Last modified by David Stadnyk on 2026/03/25 16:52
From version 11.1
edited by Isaac Mejia
on 2026/03/19 17:54
Change comment: There is no comment for this version
To version 12.2
edited by David Stadnyk
on 2026/03/23 17:03
Change comment: There is no comment for this version

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1 +XWiki.DavidStadnyk
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2 2  
3 3  = Viewing/Editing Contracts =
4 4  
5 -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.
6 6  
7 -**View under Profile**
8 8  
9 -Go to Members, and search for the member to bring up their profile.
7 +**Viewing Contracts**
10 10  
11 -* Go to Account>Contracts
9 +There are two ways to view contracts: through a member's profile or via **Sales > Edit Existing Contracts**.
12 12  
13 -* From here, you can use the Select Action drop down to View Invoices, Edit Autorenewals or Payments. Terminate, Freeze or Pay a contract.
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:
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15 -image:kb-1487536832-2123071534-1.png
13 +* View Invoices
14 +* Edit Autorenewals or Payments
15 +* Terminate, Freeze, or Pay a contract
16 +
17 +
18 +
19 +[[image:kb-1487536832-2123071534-1.png]]
16 16  **View using Sales>Edit Existing Contracts**
17 17  
18 18  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.
19 19  
20 -image:kb-1487536832-2122776589-1.png
24 +[[image:kb-1487536832-2122776589-1.png]]
21 21  Click **Actions **to perform any necessary changes.
22 22  
23 -image:kb-1487536832-2122776595-1.png
27 +[[image:kb-1487536832-2122776595-1.png]]
24 24  **Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:**
25 25  
26 26  * **View Invoices - ** View all invoices associated with this contract
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36 36  * **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]]
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38 38  {{include reference="KBSupportCTA.WebHome"/}}
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