Viewing/Editing Contracts

Version 10.1 by Isaac Mejia on 2025/12/15 16:23
Warning: For security reasons, the document is displayed in restricted mode as it is not the current version. There may be differences and errors due to this.

Failed to execute the [velocity] macro. Cause: [The execution of the [velocity] script macro is not allowed in [xwiki:KBArticleHeader.WebHome]. Check the rights of its last author or the parameters if it's rendered from another script.]. Click on this message for details.

Viewing/Editing Contracts

Information

KB: MSI Knowledgebase • Category: Member Management • Source: https://membersolutions-9221154.hs-sites.com/kb/viewing-editing-contracts-1487536832

  Viewing/Editing Contracts

     Created by
     Amith, last modified by
     Cathy Beckstead on Jul 26, 2023

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.

View under Profile

Go to Members, and search for the member to bring up their profile.

  • Go to Account>Contracts
  • From here, you can use the Select Action drop down to View Invoices, Edit Autorenewals or Payments. Terminate, Freeze or Pay a contract.

kb-1487536832-2123071534-1.png
View using Sales>Edit Existing Contracts

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.

kb-1487536832-2122776589-1.png
Click Actions to perform any necessary changes.

kb-1487536832-2122776595-1.png
Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:

  • View Invoices -  View all invoices associated with this contract
  • 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.
  • 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.
  • Freeze - Use this option to freeze until a future date.

Still need help?

If you can’t find what you’re looking for, our support team is happy to help.

Contact Support