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Changes for page Viewing/Editing Contracts

Last modified by David Stadnyk on 2026/03/25 16:52
From version 9.1
edited by Isaac Mejia
on 2025/12/15 16:22
Change comment: There is no comment for this version
To version 13.2
edited by David Stadnyk
on 2026/03/24 16:30
Change comment: There is no comment for this version

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1 -XWiki.IsaacMejia
1 +XWiki.DavidStadnyk
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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}}
6 6  
7 -* [[Members>>Members_1616674875.html]]
8 8  
9 - Viewing/Editing Contracts
7 +**Viewing Contracts**
10 10  
11 - Created by
12 - Amith, last modified by
13 - Cathy Beckstead on Jul 26, 2023
9 +There are two ways to view contracts: through a member's profile or via **Sales > Edit Existing Contracts**.
14 14  
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.
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:
16 16  
17 -**View under Profile**
13 +* View Invoices
14 +* Edit Autorenewals or Payments
15 +* Terminate, Freeze, or Pay a contract
18 18  
19 -Go to Members, and search for the member to bring up their profile.
20 20  
21 -* Go to Account>Contracts
22 22  
23 -* From here, you can use the Select Action drop down to View Invoices, Edit Autorenewals or Payments. Terminate, Freeze or Pay a contract.
24 24  
25 -image:kb-1487536832-2123071534-1.png
26 -**View using Sales>Edit Existing Contracts**
20 +[[image:1774369773686-134.png]]
27 27  
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.
29 29  
30 -image:kb-1487536832-2122776589-1.png
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]]
31 31  Click **Actions **to perform any necessary changes.
32 32  
33 -image:kb-1487536832-2122776595-1.png
32 +[[image:kb-1487536832-2122776595-1.png]]
34 34  **Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:**
35 35  
36 36  * **View Invoices - ** View all invoices associated with this contract
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46 46  * **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]]
47 47  
48 48  {{include reference="KBSupportCTA.WebHome"/}}
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