Before you start
- The following staff permission is needed to suspend, terminate or delete contracts: Delete/terminate client contracts.
Content
- How to suspend, terminate or delete a contract
- Definitions
- Creating suspension fees for contracts
- Related articles
How to suspend, terminate, or delete contracts
A client's contract can be terminated, suspended, or deleted from their Account Details screen.
- Look up the client whose contract you wish to edit.
- Click on the Account Details button or on the Account Details link in the toolbar at the top of the screen.
- Scroll down to locate the Contracts section.
- The links to Suspend, Terminate, and Delete are located on the right side of the client's contract.
Definitions
Suspend:
Suspending a contract allows you to temporarily pause a contract and pick it up again later. Any autopays missed by the client are pushed out into the future. For instance, if a client's one-year contract is suspended for four months, the lapsed four months are automatically tacked on to the end of the contract when the suspension ends. You can choose to suspend a contract for a number of days, weeks, months, or by specifying a date range. Click here for additional information about contract suspensions.
Terminate:
Terminating removes all of the contract's future autopays. Services inside a terminated contract cannot be used. If a continuation of services is necessary, the client would need to purchase a new contract.
-
Canceling terminations: You have the ability to cancel a contract termination. When you cancel a terminated contract, the system re-activates the contract and reinstates the contract's remaining autopays. Unlike suspensions, when the termination is canceled, the autopays missed by the client aren't pushed out into the future.
Delete:
Deleting a contract removes the contract from the client's account completely. Once you delete the contract, the autopay schedule is also removed. Pricing options and products that were purchased as part of the initial purchase must be deleted separately, by using the normal return process.
Creating Suspension Fees for Contracts:
You have the option to impose a suspension fee at the time the suspension is being made on the Account Details screen, which will then be added as future autopays. The suspension fee will automatically run on the scheduled dates in place of the autopay contract schedule. You can even assign the suspension fee to its own revenue category (e.g., "Suspension Fees") to help you track the revenue. Click here to learn more.
Back to top