Click on
on the customer file.
On the top part of the window you will see all the contracts of the member. If you click on one of them, on the bottom part of the window you will see all the details for the contract selected. Under the Transactions tab you have the details of the amounts paid by the customer and what is left to be paid.
In this section, you may modify the contract, edit recipients, edit payer, edit the CCP, add or credit a recurrence….
Add a recurrence to the contract
Credit a recurrence to the contract
Renew a contract
To renew the contract, simply click on
. The following window appears:
You may change the dates if necessary.
Terminate a contract
To terminate the contract click on
. The following window appears:
You may change the date when the contract is cancelled as well as the white field on the right side, this will affect the amount to be paid. To refund the initial fees, check down
. To continue click on
Reprint the contract
To print the contract, click on
.