---
title: "Editing Contracts"
slug: "editing-contracts"
updated: 2026-07-27T15:23:10Z
published: 2026-08-10T20:16:11Z
canonical: "help.idibilling.com/editing-contracts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing Contracts

To edit a contract:

- From the **Features** or **Services** tab, right-click on the contract and select **Edit**. This displays the Contract Detail window.

![ContractDetailMain](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/58222(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A38Z&se=2026-11-14T11%3A47%3A38Z&sr=c&sp=r&sig=kJ43MLmmBTXlOFvdh7iqSARdoDE5w3k4gEPdI2RwooY%3D)
- Edit the following information on the **Main** tab:

| Start Date | Date the product is to be connected to the customer account. The system enters the current date by default. You can modify this date. |
| --- | --- |
| End Date | End date of the contract based on the contract terms. You can modify this date. If a Contract Term has been overridden, this date will be affected. |
| Billing Status | Billing Status of the product - Billing or Not Billing. > [!NOTE] > Note > > Changing Billing Status to Not Billing does not disconnect the product. |
| Auto-Renew | Checked: The contract is renewed by a scheduled job on the day the contract expires. Unchecked: The contract is not automatically renewed. |
| Renewal Reviewed | Checked: An individual has reviewed the renewed contract. Unchecked: The renewed contract has not been reviewed. |
| Renewal | Denotes whether or not the contract has been renewed (Yes/No). |
| Duration | Length of the contract. |
| Expiration Date | Date the contract expires. |
| Contract Term overrides | Number of contract overrides. |
| Contract Penalty overrides | Number of penalty overrides. |
| Contract Attributes | Base attributes of the contract, if applicable. |
| View Service Agreement | Opens the Service Agreement associated with this contract, if applicable. |

To view contract terms:

- On the Contract Detail window, click the **Terms** tab to view the Contract Terms and their associated Penalties.
- Click on the individual contract terms to see their related penalties.

The **Terms** tab contains the following information.

| **Contract Terms** |
| --- |
| ID | Unique identifier of the Contract Term. |
| Term | Type of contract term. Minimum number of contract terms: one. Maximum number of contract terms: one of each Term Type. (Minimum Guarantee, Maximum Guarantee, Term Commitment, Service Count Commitment) |
| Value | Number of units a customer must meet to be in compliance with the contract. An asterisk (*) indicates that the amount has been overridden. |
| Units | What the value represents, such as currency, minutes, months, count, and so on. |
| **Contract Penalties for the selected Contract term** |
| ID | Unique identifier of the Penalty. |
| Penalty Description | Name of the penalty. |
| Amount | Base monetary amount of the penalty. An asterisk (*) indicates that the penalty amount has been overridden. |
| Calc. Type | Determines how the penalty indicated on the customer's invoice is calculated. (Fixed Fee, Minimum Fee, Multiplier Fee, MRC Multiplier Fee) |
| GL Account | General Ledger Account associated with the penalty. |

- Right-click a Contract Term and select **View**. This displays the View Contract Term window.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/65768(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A38Z&se=2026-11-14T11%3A47%3A38Z&sr=c&sp=r&sig=kJ43MLmmBTXlOFvdh7iqSARdoDE5w3k4gEPdI2RwooY%3D)

The View Contract Term window contains the following information.

| ID | Unique system-generated identifier of the Contract Term. |
| --- | --- |
| Type | Selected Contract Term Type. |
| Value | Number of units that the customer has agreed to maintain for the duration of the contract. For Term Commitment Type, this field is the same as the Duration field of the Contract Specification. |
| Units | Determines what units that the number in Value represents. This field depends on the Term Type. ***Minimum or Maximum Guarantee -*** Minutes, Occurrences, Currency. ***Term Commitment -*** Years, Months, Days. ***Service Count Commitment -*** Count. > [!NOTE] > Note > > For Term Commitment Type, this field is the same as the Duration Type field of the Contract Specification. |
| Ramp-Up Days | Initial period, in days, following the assigned Start Date that the customer is not penalized for failing to meet the conditions. > [!NOTE] > Note > > When a contract is renewed, the ramp-up days are reapplied. |
| Include Children | ***Selected*** - In a corporate account, the services and usage from child accounts are counted toward meeting the contract conditions. ***Cleared*** - In a corporate account, only the current account's services and usage are counted toward meeting the contract conditions. |
| Prorate Minimum Usage | ***Selected -*** If the contract start date or end date is within a current bill period, the terms of the contract are prorated. ***Cleared -*** No prorating is performed and the full terms of the contract must be met to avoid a penalty. > [!NOTE] > Note > > Used with Minimum or Maximum Guarantee contract term only. |
| **Detail Handling** |
| Product Types | How products are selected for the contract terms. Handle all: All products are counted toward fulfilling the contract. - Excludes all: None of the products is counted toward fulfilling the contract. - Handle only listed types: Only those products specifically selected are counted toward fulfilling the contract. - Exclude listed types: All products except those selected are counted toward fulfilling the contract. |
| Usage Types | How usage types are selected for the contract terms. - Handle all: All usage is counted toward fulfilling the contract. - Excludes all: No usage is counted toward fulfilling the contract. - Handle only listed types: Only usage of the types specifically selected is counted toward fulfilling the contract. - Exclude listed types: All usage except usage of the types selected is counted toward fulfilling the contract. |
| **View Contract Term Details** | Opens the Contract Term Details window for Minimum or Maximum Guarantee Term Type. |

- If the Term Type is Minimum or Maximum Guarantee, you can see which Product Types (products, packages, and pricing plans) and Usage Types count toward fulfilling the minimum usage requirement. Click **View Contract Term Details**.

OR

Right-click the Minimum or Maximum Guarantee Contract Term and select **View Term Details**. The Contract Term Details window is displayed.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/30009(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A38Z&se=2026-11-14T11%3A47%3A38Z&sr=c&sp=r&sig=kJ43MLmmBTXlOFvdh7iqSARdoDE5w3k4gEPdI2RwooY%3D)

This window consists of two tabs, **Product Types** and **Usage Types**. If the contract has been set up with **All** or **None**, no products or usage types are listed in the box. If the contract has been set up with **Inclusive**, those products and usage types that are to be counted are listed in their respective boxes. If the contract has been set up with **Exclusive**, those products and usage types that are NOT to be counted are listed in their respective boxes.

If a contract has been renewed, the Contract Detail window includes the Renewal History tab.

![ContractDetailRenewalHistory](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/58232(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A38Z&se=2026-11-14T11%3A47%3A38Z&sr=c&sp=r&sig=kJ43MLmmBTXlOFvdh7iqSARdoDE5w3k4gEPdI2RwooY%3D)

Information on the Renewal History tab includes the following:

| Name | The name of the contract as created in Product Catalog. |
| --- | --- |
| Start Date | The date the contract went into effect. |
| Expiration Date | The date the contract ended. |
| Reviewed | **True** indicates an individual has reviewed the renewed contract. **False** indicates the renewed contract has not been reviewed. |
| Term Overrides | Indicates the number of term overrides. |
| Penalty Overrides | Indicates the number of penalty overrides. |

1. To view details of any expired contract, right-click and select **View**. This displays the Contract Detail window with read-only access to all of that contract's details.

See also:

[Renewing a Contract](/v1/docs/renewing-a-contract)

Viewing Renewal History