Member Contract Area
Quickly and easily search for a contract using the various filters available
•Click the Sales tab
•Select Contracts
•Use the filters to find the specific type of contract you're looking for and click Search
...
NOTE: Ongoing contracts have an unknown remaining value so you will see N/A in the Remaining column
Select a member to be taken to the member contract area where you can take action on the contract.
...
...
Here are the various actions that you can take. You may have less or more options depending on the type of contract sold.
•View Invoices: 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.
View under Profile
Go to Members, and search for the member to bring up their profile.
Go to Account>Contracts
From here, you can use the Select Action drop down to View Invoices, Edit Autorenewals or Payments. Terminate, Freeze or Pay a contract.
...
View using Sales>Edit Existing Contracts
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.
...
Click Actions to perform any necessary changes.
...
Actions that can be done from either the member profile or the Sales>Edit Existing Contracts screen:
View Invoices - View all invoices associated with this contract
•View Outstanding Invoices: View all outstanding invoices with this contract
•Freeze: Put this contract on hold until a later date - Read more on Freeze a contract
•Pay Now: This will show all scheduled payments. You can pay any amount towards the contract - Read more about Pay Now
•Edit Autorenewals: This will open the renew details where you are able to adjust the next payment date, the payment frequency, the number of remaining payment cycles as well as adjust what the term contract will do when it ends - Read more about Edit Autorenewals
•Edit Payments: This will open the contract's payment schedule and you will have the ability to change the amount of any payment in the future as well as the date of 1 or all - Read more about Edit Payments
...
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.
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.
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.
Freeze - Use this option to freeze until a future date.
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.