How to use a contract amendment to change the payment frequency and price

In this article you will learn how to use a contract amendment to change the payment frequency and price of a member contract for a future term.

Contents

• Prerequisites
• Manage contract amendment in the member contract
• Create contract amendment via bulk edit
• What happens after saving?

Fast lane

1. Open the member and, in the contract menu via the three dots on the contract, select Manage contract amendment
2. Adjust the payment frequency and price and select the effective date via the term 
3. Check the preview and save.
4. For many members: Open Bulk edit, select the action for Contract amendment, enter the new values, and confirm.

Prerequisites

• Permission: You need the permission Create contract amendment. Without this permission, you cannot create contract amendments. 
• Validity: Contract amendments are intended only for recurring payment frequencies.
• Planning note: The start of a contract amendment is defined via a term. A freely selectable start date is not available.

Manage contract amendment in the member contract

You create the contract amendment directly in a member’s contract. You can specify from which term the change should apply.

1. Open the member and go to the contract view. 
2. In the contract, open the menu via the three dots on the active contract: Manage contract amendment
3. In the dialog, you will see the current contract data (e.g., payment frequency/price) as the baseline.
4. Define the changes you want:
   • Payment frequency: Interval and unit (e.g., days/weeks/months/years) 
   • Price: Price matching the selected interval
   • Renewal term: Length and unit of the term
   • Due date: Depending on the term (e.g., weekday for weeks, day of month for months)
   • Start of the contract amendment: Select the term from which the change should apply. The system shows the next terms (with term number and start date) for orientation.
5. In the lower area, check the preview of the effects.
6. In the summary, review all changed values and save.

Afterwards you will see an overview of the contract amendments already created for the contract. Depending on permissions/status, you can also remove a contract amendment. 

Create contract amendment via bulk edit

If you want to make the same changes for multiple members, use bulk edit.

1. Open Bulk edit and select the action for contract amendments
2. Select the list of members you want, which you previously created using member lists
3. Enter the new values (e.g., payment frequency, price, renewal term, due date).
4. Review the summary and confirm the bulk edit.

Important: A contract amendment created via bulk edit always automatically applies to the next apply term. You cannot select a term and cannot define a start date.

What happens after saving?

• Start/Effectiveness:
  • In the member contract: The contract amendment applies from the term you selected.
  • In bulk edit: The contract amendment automatically applies to the next apply term.
• Impact: Contract amendments are considered in the Contract contribution journal and in Contribution adjustments.
• History: The change is visible as an entry in the member’s history. 
• Note on contribution adjustments: Existing contribution adjustments continue to be applied based on the new price.
• Limitation: Applying changes to sub-contracts (e.g., modules/packages) is not part of the current scope.