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Editing Existing Contracts

Sales>Existing Contracts


Use the Edit Existing Contracts option to make changes to any Active contract.

 Edit_Existing_Contract.png

Search for Existing Contracts by any of the following:

  • First Name
  • Last Name
  • ID
  • Contract (choose item from drop-down)
  • Group
  • Status
  • Category
  • Type

Click the Contract Name to pull up the Contract Details and edit.  Click the Member Name to pull up the Member Profile in a separate window.

Existing2.png

In the Contract Details, click Menu.png for options to Edit Payment Schedule, Edit Auto Renewals, or Terminate Contract.

Edit_Tools.png

 Or Click the Edit Payments or Edit Auto Renewals buttons at the bottom of the page.

Edit_Buttons.png

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