Contract

A contract is a customer's ongoing agreement to pay — a recurring payment, an amount paid in instalments, or a one-off scheduled payment. This screen shows a single contract's status, schedule, and full history, and is the hub from which you open its charges and make changes.

Where to find it

Open a contract from the contract search results, or follow a link from an account, payment method, or transaction.

What you see

The Account header and the Contract header: the amount, frequency and status, and the contract's own controls.
Arrears: shown only when the contract is behind, with the overdue amount, the last attempt and where the automatic retries have got to.
The Contract statement: a timeline of every charge, payment and event on the contract, past and future, with the running balance.
Contract versions: for a contract that has been amended, its versions and a switch to show the history of every version at once.
Paid by: the saved payment method the contract collects from, and Processed by: the provider that processes it.
Comments and the Audit history: what has happened to the contract over its life, when, and by whom.

What you can do

Control	What it does
Edit contract	Change the contract's terms or convert it to a scheduled contract. See Edit a contract.
Suspend	Pause a recurring contract so no further payments are collected, confirmed in a pop-up. Rules: Suspend a contract.
Terminate	End the contract, confirmed in a pop-up. You can choose to write off whatever is outstanding; for an unresolved contract the write-off is applied automatically. Rules: Terminate a contract.
Change payment method	Choose a different saved card or bank account for the contract's future payments, through the checkout. Shown when payment-method editing is enabled and the contract allows it. Rules: Change the payment method on a contract.
Edit next charge	Change the next upcoming charge. See Edit an upcoming charge or payment.
Schedule payment	In the arrears section: choose when the overdue amount is next collected. See Edit an upcoming charge or payment.
Make payment	In the arrears section: take the overdue amount now. See Taking a payment. Rules: Collect a contract's arrears now.
View a charge	Open a single charge. See Charge.
Show full contract chain	On a contract that has been amended, show the comments and history of every version, not just this one.
Resume	Restart a suspended contract, choosing when its next charge falls due where the contract allows it, confirmed before it takes effect. See Resuming a contract. Rules: Resume a contract.

Things to note

The controls available depend on your contract permissions, and some depend on features being enabled for your organisation.
A one-off contract opens in its checkout view rather than this recurring layout.
Suspend appears on an active recurring contract, Resume only on a suspended one, and Terminate on a recurring contract that is still live.
Make payment and Schedule payment are offered only while the contract is in arrears, and not while a collection is already pending or has just run.
The arrows above the contract (or the left and right keys) step through the other contracts from your last search.
Once a contract has been amended into a newer version it becomes a read-only record: its status shows Updated, and editing, suspending, resuming and terminating are offered on the newer contract instead. Follow the link in the version timeline to get there.
If the contract has a keep active until date set (see Edit a contract), it is marked on the statement timeline and noted in the contract summary — showing when the contract is being held open past its final payment for a late amendment.

Related tasks

Taking a payment
Resuming a contract