Wiki source code of Viewing/Editing Contracts

Last modified by David Stadnyk on 2026/03/25 16:52

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1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
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	3	= Viewing/Editing Contracts =
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12.2	7	Viewing Contracts
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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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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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12.2	13	* View Invoices
	14	* Edit Autorenewals or Payments
	15	* Terminate, Freeze, or Pay a contract
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13.2	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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14.2	29	[[image:1774457018512-156.png]]
1.1	30	Click Actions to perform any necessary changes.
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17.1	32	[[image:1774457536871-140.png]]
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15.2	34	Available Contract Actions
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15.2	36	The following actions are available from both the member profile and the Sales > Edit Existing Contracts screen:
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15.2	38	* View Invoices — View all invoices associated with the contract.
	39	* View/Edit Auto Renewals — Adjust the auto renewal date, payment amount, or set to no renewal. Also allows updating the payment profile. //(For Member Solutions billed contracts, this will display as View only.)//
	40	* View/Edit Payments — Freeze/unfreeze, update amounts, or change payment dates for individual payments or in bulk. //(For Member Solutions billed contracts, this will display as View only.)//
	41	* Terminate — Cancel a contract with nothing further due, or with a future final payment date.
	42	* Freeze — Suspend the contract until a specified future date.
	43	* Pay Contract — Pay past due invoices or pay ahead. Any advance payments will be applied to future invoices once generated.
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	45	{{include reference="KBSupportCTA.WebHome"/}}