Viewing/Editing Contracts - Member Solutions Knowledge Base

= Viewing/Editing Contracts =

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.

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**View under Profile**

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

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* Go to Account>Contracts

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

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image:kb-1487536832-2123071534-1.png

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**View using Sales>Edit Existing Contracts**

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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.

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image:kb-1487536832-2122776589-1.png

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Click **Actions **to perform any necessary changes.

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image:kb-1487536832-2122776595-1.png

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**Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:**

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* **View Invoices - ** View all invoices associated with this contract

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* **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.

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* **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]]

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* **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]]

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* **Freeze -** Use this option to freeze until a future date.

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* **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]]

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1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
	2
	3	= Viewing/Editing Contracts =
	4
	5	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.
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	7	View under Profile
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	9	Go to Members, and search for the member to bring up their profile.
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	11	* Go to Account>Contracts
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	13	* From here, you can use the Select Action drop down to View Invoices, Edit Autorenewals or Payments. Terminate, Freeze or Pay a contract.
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	15	image:kb-1487536832-2123071534-1.png
	16	View using Sales>Edit Existing Contracts
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	18	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.
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	20	image:kb-1487536832-2122776589-1.png
	21	Click Actions to perform any necessary changes.
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	23	image:kb-1487536832-2122776595-1.png
	24	Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:
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	26	* View Invoices - View all invoices associated with this contract
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	28	* 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.
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	30	* 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]]
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	32	* 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]]
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	34	* Freeze - Use this option to freeze until a future date.
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	36	* 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]]
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	38	{{include reference="KBSupportCTA.WebHome"/}}
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