This article will guide you through the steps on how to unfreeze an agreement.
1. Access the Frozen Agreement
Search for and select the desired customer. Click on the Agreements tab.
Click on the Full Details button next to the Frozen Agreement you would like to un-freeze to access the Agreements Detail screen.
2. Unfreeze the Agreement
Click Remove Freeze to proceed with the following options:
Agreement Auto-Renew Status After Freeze Removal - select the toggle On / Off if you wish to have the Auto-Renew adjusted for this agreement. The auto-renew will typically be left on during the freeze and it needs to be on in order for future invoices to be generated after the freeze is removed.
Adjust Membership Expiration Date - Select and adjust the client's expiration date to the appropriate date.
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EXPIRATION DATE NOTES:
- This date determines if the client is Active or Inactive. As long as this date is set to a future date, the client's status will be Active.
- Expiration Date cannot be set as a past date during the unfreeze process.
- If the agreement auto-renews monthly, ensure the expiration date matches the due date of the last unpaid invoice (the invoice at the bottom). If there is only one unpaid invoice (as in the example above), match the expiration date with that invoice's due date. This will ensure the agreement renews properly.
Invoices That Will Be Impacted - The invoices listed here were affected by the freeze. You can adjust from here if you wish to change the due date(s). These invoice due dates should never be set for past dates.
Add an optional internal note - Enter an optional note if you need to document anything special about this action.
Click Remove The Agreement Freeze (un-freeze) button to save your changes.
Note: Click HERE to view a full article on frequently asked questions for freezes.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : Managing Agreements - Can view member agreements
- Member Management : Managing Agreements - Can un-freeze or adjust agreement freezes