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Wiki source code of Viewing/Editing Contracts

Version 12.2 by David Stadnyk on 2026/03/23 17:03
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Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Viewing/Editing Contracts =
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David Stadnyk 12.2 7 **Viewing Contracts**
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David Stadnyk 12.2 9 There are two ways to view contracts: through a member's profile or via **Sales > Edit Existing Contracts**.
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David Stadnyk 12.2 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:
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David Stadnyk 12.2 13 * View Invoices
14 * Edit Autorenewals or Payments
15 * Terminate, Freeze, or Pay a contract
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19 [[image:kb-1487536832-2123071534-1.png]]
Isaac Mejia 1.1 20 **View using Sales>Edit Existing Contracts**
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22 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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David Stadnyk 12.2 24 [[image:kb-1487536832-2122776589-1.png]]
Isaac Mejia 1.1 25 Click **Actions **to perform any necessary changes.
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David Stadnyk 12.2 27 [[image:kb-1487536832-2122776595-1.png]]
Isaac Mejia 1.1 28 **Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:**
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30 * **View Invoices - ** View all invoices associated with this contract
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32 * **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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34 * **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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36 * **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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38 * **Freeze -** Use this option to freeze until a future date.
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40 * **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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42 {{include reference="KBSupportCTA.WebHome"/}}