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Knowledge Base |
How To Freeze A Paid In Full ( Fully Paid ) Agreement
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This article and video will walk you through how to freeze an agreement when no future payments are present. (Without future payments, the 'freeze' option will not be present on the agreement summary page.) This applies to membership agreements only.
Requirements - A Master Admin login or a staff type with the following permissions:
What is a Paid in Full agreement?
A Paid in Full agreement is a Pre-Paid agreement type that is paid, (in full), upfront. By design, this is setup with a single invoice payment and a package duration that is set to expire at the end of the Pre-Paid term. Since this agreement style has no future billing, freezing requires manual adjusting.
1. Freezing a Paid In Full
To freeze a PIF, it is simply an extension of expiration date. Since there is no future billing to put on hold, in this case you are only freezing for a period of time. Pull up the client, click on the All Detail > General > Edit Membership Status. Click the edit pencil to adjust membership status. Add on number of months that the membership will be frozen.
2. Add an Alert
Once the expiration date has been adjusted, add an alert to the client's account to alert the Front Desk that the client is on freeze should they try to check in. In the clients profile, click on All Detail > General > Alerts . You might consider entering 'Frozen Account' and the dates of freeze here. Alerts can have an expiration date, you can set the expiration date of this alert to the same day as the freeze will end.
Requirements - A Master Admin login or a staff type with the following permissions:
- Customer Management : General - Can access client options
- Customer Management : General - Can change customer status
Freezing A Paid In Full Agreement
What is a Paid in Full agreement?
A Paid in Full agreement is a Pre-Paid agreement type that is paid, (in full), upfront. By design, this is setup with a single invoice payment and a package duration that is set to expire at the end of the Pre-Paid term. Since this agreement style has no future billing, freezing requires manual adjusting.
1. Freezing a Paid In Full
To freeze a PIF, it is simply an extension of expiration date. Since there is no future billing to put on hold, in this case you are only freezing for a period of time. Pull up the client, click on the All Detail > General > Edit Membership Status. Click the edit pencil to adjust membership status. Add on number of months that the membership will be frozen.
2. Add an Alert
Once the expiration date has been adjusted, add an alert to the client's account to alert the Front Desk that the client is on freeze should they try to check in. In the clients profile, click on All Detail > General > Alerts . You might consider entering 'Frozen Account' and the dates of freeze here. Alerts can have an expiration date, you can set the expiration date of this alert to the same day as the freeze will end.
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