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 15.2
edited by David Stadnyk
on 2026/03/25 16:52
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -16,27 +16,30 @@
16 16  
17 17  
18 18  
19 -[[image:kb-1487536832-2123071534-1.png]]
20 -**View using Sales>Edit Existing Contracts**
21 21  
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.
20 +[[image:1774369773686-134.png]]
23 23  
24 -[[image:kb-1487536832-2122776589-1.png]]
25 -Click **Actions **to perform any necessary changes.
26 26  
27 -[[image:kb-1487536832-2122776595-1.png]]
28 -**Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:**
29 29  
30 -* **View Invoices - ** View all invoices associated with this contract
24 +**View via Sales > Edit Existing Contracts**
31 31  
32 -* **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.
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.
33 33  
34 -* **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]]
35 35  
36 -* **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]]
29 +[[image:1774457018512-156.png]]
30 +Click **Actions **to perform any necessary changes.
37 37  
38 -* **Freeze -** Use this option to freeze until a future date.
32 +[[image:1774457522392-827.png]]
39 39  
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]]
34 +**Available Contract Actions**
41 41  
36 +The following actions are available from both the member profile and the **Sales > Edit Existing Contracts** screen:
37 +
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.
44 +
42 42  {{include reference="KBSupportCTA.WebHome"/}}
1774369773686-134.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +45.4 KB
Content
1774457018512-156.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +100.5 KB
Content
1774457522392-827.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +61.7 KB
Content