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Wiki source code of Viewing/Editing Contracts

Version 13.2 by David Stadnyk on 2026/03/24 16:30
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Viewing/Editing Contracts =
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7 **Viewing Contracts**
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9 There are two ways to view contracts: through a member's profile or via **Sales > Edit Existing Contracts**.
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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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13 * View Invoices
14 * Edit Autorenewals or Payments
15 * Terminate, Freeze, or Pay a contract
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20 [[image:1774369773686-134.png]]
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24 **View via Sales > Edit Existing Contracts**
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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.
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29 [[image:kb-1487536832-2122776589-1.png]]
30 Click **Actions **to perform any necessary changes.
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32 [[image:kb-1487536832-2122776595-1.png]]
33 **Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:**
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35 * **View Invoices - ** View all invoices associated with this contract
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37 * **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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39 * **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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41 * **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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43 * **Freeze -** Use this option to freeze until a future date.
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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]]
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47 {{include reference="KBSupportCTA.WebHome"/}}