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Changes for page Viewing/Editing Contracts

Last modified by David Stadnyk on 2026/03/25 16:52
From version 14.1
edited by David Stadnyk
on 2026/03/25 16:43
Change comment: Uploaded new attachment "1774457018512-156.png", version {1}
To version 10.1
edited by Isaac Mejia
on 2025/12/15 16:23
Change comment: There is no comment for this version

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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}}
5 5  
7 +* [[Members>>Members_1616674875.html]]
6 6  
7 -**Viewing Contracts**
9 + Viewing/Editing Contracts
8 8  
9 -There are two ways to view contracts: through a member's profile or via **Sales > Edit Existing Contracts**.
11 + Created by
12 + Amith, last modified by
13 + Cathy Beckstead on Jul 26, 2023
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:
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.
12 12  
13 -* View Invoices
14 -* Edit Autorenewals or Payments
15 -* Terminate, Freeze, or Pay a contract
17 +**View under Profile**
16 16  
19 +Go to Members, and search for the member to bring up their profile.
17 17  
21 +* Go to Account>Contracts
18 18  
23 +* From here, you can use the Select Action drop down to View Invoices, Edit Autorenewals or Payments. Terminate, Freeze or Pay a contract.
19 19  
20 -[[image:1774369773686-134.png]]
25 +image:kb-1487536832-2123071534-1.png
26 +**View using Sales>Edit Existing Contracts**
21 21  
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.
22 22  
23 -
24 -**View via Sales > Edit Existing Contracts**
25 -
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 -
28 -
29 -[[image:kb-1487536832-2122776589-1.png]]
30 +image:kb-1487536832-2122776589-1.png
30 30  Click **Actions **to perform any necessary changes.
31 31  
32 -[[image:kb-1487536832-2122776595-1.png]]
33 +image:kb-1487536832-2122776595-1.png
33 33  **Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:**
34 34  
35 35  * **View Invoices - ** View all invoices associated with this contract
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45 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 46  
47 47  {{include reference="KBSupportCTA.WebHome"/}}
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