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Changes for page Viewing/Editing Contracts

Last modified by David Stadnyk on 2026/03/25 16:52
From version 13.2
edited by David Stadnyk
on 2026/03/24 16:30
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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26 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.
27 27  
28 28  
29 -[[image:kb-1487536832-2122776589-1.png]]
29 +[[image:1774457018512-156.png]]
30 30  Click **Actions **to perform any necessary changes.
31 31  
32 -[[image:kb-1487536832-2122776595-1.png]]
33 -**Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:**
32 +[[image:1774457522392-827.png]]
34 34  
35 -* **View Invoices - ** View all invoices associated with this contract
34 +**Available Contract Actions**
36 36  
37 -* **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.
36 +The following actions are available from both the member profile and the **Sales > Edit Existing Contracts** screen:
38 38  
39 -* **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]]
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.
40 40  
41 -* **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]]
42 -
43 -* **Freeze -** Use this option to freeze until a future date.
44 -
45 -* **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]]
46 -
47 47  {{include reference="KBSupportCTA.WebHome"/}}
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