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Wiki source code of Viewing/Editing Contracts

Last modified by David Stadnyk on 2026/03/25 16:52
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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:1774457018512-156.png]]
30 Click **Actions **to perform any necessary changes.
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32 [[image:1774457536871-140.png]]
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34 **Available Contract Actions**
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36 The following actions are available from both the member profile and the **Sales > Edit Existing Contracts** screen:
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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"/}}