Edit a contract

This screen changes a contract's terms. For a scheduled contract it opens the schedule editor instead, where you set out the individual instalments. You can also convert a regular contract into a scheduled one.

Where to find it

Select Edit contract on a contract.

What you see

For a regular contract: the editable contract terms.
For a scheduled contract: the schedule editor, listing the planned instalments and their dates and amounts.

What you can do

Control	What it does
Terms (regular contract)	Change the amount, the frequency and the number of payments, or mark the contract as unlimited. On a contract already in progress you can also move the date of the next charge. Rules: Amend a contract's terms.
Schedule (scheduled contract)	Change the instalments themselves, using the controls below. Rules: Amend a scheduled contract's instalments.
Add / Split / Combine / Remove	On the schedule editor: add an instalment, split one in two, merge one into the previous, or remove it. Each instalment has its own date, amount, charge ID and wait in days from the previous one, and you can pick the timezone the dates are read in. Rules: Amend a scheduled contract's instalments.
Update the existing contract	Apply the amendment to this contract rather than creating a replacement. Offered when your organisation allows in-place edits; otherwise every amendment creates a replacement and this contract is marked Updated. Rules: Amend a contract's terms, Amend a scheduled contract's instalments.
Convert to Scheduled	Turn a regular contract into a scheduled one, then set out its instalments. Rules: Amend a scheduled contract's instalments.
Keep active until	Set a date to keep the contract active past its final scheduled payment, so a late amendment can still be applied. To end an active window early, set it to a date in the past. Rules: Amend a contract's terms.
Save	Saves the changes and returns to the contract. Rules: Amend a contract's terms, Amend a scheduled contract's instalments.
Cancel	Discards the changes and returns to the contract.

Things to note

Editing requires the relevant contract permission.
Changing the amount, frequency or number of payments asks you to confirm before saving.
Instalments dated in the past are collected as soon as you save; the editor lists which ones before you do.
Keep active until applies to ongoing contracts only. While the date is in the future the contract stays active after its final payment (so a late amendment can be added); once the date passes and nothing is outstanding, the contract completes as normal. It also shows on the contract's statement timeline.
The screen shows either the standard editor or the schedule editor depending on whether the contract is already scheduled.
If the instalments can't be loaded, the screen says so and offers Retry instead of showing the schedule. That is deliberate: an empty schedule and one that failed to load would otherwise look identical, and saving from that state could remove a contract's instalments. Nothing is changed while the message is shown — press Retry, and if it keeps failing, raise it with support.
Instalments you have already removed, or that have been written off, are not listed. Removing an instalment does not erase it — it is cancelled — so it stays on the contract's statement timeline, but it no longer appears in the schedule and is not counted in the total.
Some instalments that are listed cannot be changed or removed. One that has been paid or has failed, or is waiting on the result of a payment attempt, is shown greyed out with a status badge and no Actions menu. This is deliberate: the payment has already been decided, or is still in progress.
An instalment can also be held because it is covering a payment that is currently being processed. That is not shown in advance — if you try to change one, the save is refused and the message explains which instalment and why. Nothing is saved when this happens, so make the change again once the payment has settled.
You cannot save a schedule with no instalments, or one whose total is zero. Neither ends the contract — it would carry on trying to collect nothing and end up failing — so to stop a contract, terminate it instead.
Each instalment's charge ID must be unique on the contract, including IDs used by instalments that have since been removed. A duplicate is flagged on the row and blocks saving; the IDs suggested for added or split instalments skip any that are already taken.
If a save is refused, the message includes the reason from the payment system, naming the instalment concerned.
The full history of the contract is kept — edits don't erase the prior terms.

Related tasks

Editing scheduled charges