Skip to Content

Changes for page Viewing/Editing Contracts

Last modified by David Stadnyk on 2026/03/25 16:52
From version 12.2
edited by David Stadnyk
on 2026/03/23 17:03
Change comment: There is no comment for this version
To version 12.1
edited by Isaac Mejia
on 2026/03/19 17:55
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.DavidStadnyk
1 +XWiki.IsaacMejia
Content
... ... @@ -2,29 +2,25 @@
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.
5 5  
7 +**View under Profile**
6 6  
7 -**Viewing Contracts**
9 +Go to Members, and search for the member to bring up their profile.
8 8  
9 -There are two ways to view contracts: through a member's profile or via **Sales > Edit Existing Contracts**.
11 +* Go to Account>Contracts
10 10  
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:
13 +* From here, you can use the Select Action drop down to View Invoices, Edit Autorenewals or Payments. Terminate, Freeze or Pay a contract.
12 12  
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]]
15 +image:kb-1487536832-2123071534-1.png
20 20  **View using Sales>Edit Existing Contracts**
21 21  
22 22  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.
23 23  
24 -[[image:kb-1487536832-2122776589-1.png]]
20 +image:kb-1487536832-2122776589-1.png
25 25  Click **Actions **to perform any necessary changes.
26 26  
27 -[[image:kb-1487536832-2122776595-1.png]]
23 +image:kb-1487536832-2122776595-1.png
28 28  **Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:**
29 29  
30 30  * **View Invoices - ** View all invoices associated with this contract
... ... @@ -40,3 +40,4 @@
40 40  * **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]]
41 41  
42 42  {{include reference="KBSupportCTA.WebHome"/}}
39 +