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Freeze/Terminate a Contract

Freeze/Terminate a Contract

This help article will show you how to Freeze or Terminate a contract.

 

Freeze A Contract

•Click on the Members tab and pull up the client

•Click Accounts

•Click Contracts

•Select Freeze in the Actions drop-down menu

 

•Select the Date of Next Payment

•Click Save

 

 

 

Terminate a Contract

•Click on the Members tab and pull up the client

•Click Accounts

•Click Contracts

•Select Terminate

NOTE: A prompt will appear asking if you're sure that you would like to terminate the contract.

 

 

Another way to terminate contracts is to:

•Select the Account tab

•Select the Autorenewals tab

•Select Terminate next to the contract

NOTE: A prompt will appear asking if you're sure that you would like to terminate the contract.

 

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