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Changes for page Enter A Contract

Last modified by Isaac Mejia on 2026/03/19 17:47
From version 36.1
edited by Isaac Mejia
on 2026/03/19 17:47
Change comment: There is no comment for this version
To version 31.1
edited by David Stadnyk
on 2026/03/17 17:34
Change comment: There is no comment for this version

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1 -XWiki.IsaacMejia
1 +XWiki.DavidStadnyk
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2 2  
3 3  = Enter A Contract =
4 4  
5 -**Making a Sale**
5 +{{info}}
6 +KB: MSI Knowledgebase • Category: Member Management • Source: https://membersolutions-9221154.hs-sites.com/kb/enter-a-contract_1487601665[[https://membersolutions-9221154.hs-sites.com/kb/enter-a-contract_1487601665]]
7 +{{/info}}
6 6  
7 -Member Manager sales are divided into four categories: **Products, Services, Packages,** and **Contracts.** Note that Contracts are sold separately and cannot be combined with Products, Services, or Packages in the same transaction. There are two ways to initiate a Contract sale.
9 +* [[Sales>>Sales_1616707657.html]]
8 8  
11 + Enter A Contract
9 9  
13 +Created by
14 +Amith, last modified by
15 +
16 +David Stadnyk, March 17th 2026
17 +
18 +Member Manager sales are split into Products, Services, Packages and Contracts. The Contract sales process is done separately from the other three, and you are not able to combine Product, Service or Package sales with the Contract sale. There are two ways to start a Contract sale.
19 +
10 10  **Option 1: Sales>New Contract**
11 11  
12 12  [[image:1773767751613-414.png]]
13 13  **Option 2: Members>Member Profile**
14 14  
15 -Go to the Member Profile of the "Purchased for" Member. If the member has not been entered yet, go to Members>Add Member and add their profile information and click OK. Click New Contract to enter a contract for that member.
25 +Go to the Member Profile for the Purchased for Member. If the member has not been entered yet, go to Members>Add Member and add their profile information and click OK. Click New Contract to enter a contract for that member.
16 16  
17 17  [[image:1773767508677-618.png]]
18 18  
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30 30  
31 31  **Payment Source**: Choose the billing profile from the Purchased By Member’s saved profile, or choose Add New credit card or ACH to add a different profile. Click **Edit/View Details** to update the terms of the contract.
32 32  
33 -[[image:1773848092701-382.png]]
43 +[[image:kb-1487601665-1484357718-1.png]]
34 34  **Editing Contract Details:** From here you can edit the number of payments, renewal options, start date, etc.
35 -[[image:1773848207261-628.png]]
36 36  
37 37  **Edit Contract Price and Items: ** Along with updating the number of payments and dates, you can also edit the contract price and item details. Click the edit icon next to Contract Total.
38 38  
39 -[[image:1773848272941-241.png]]
48 +[[image:kb-1487601665-1484357724-1.png]]
40 40  From here you can change the item total or click the + sign to add additional items. //Note: This will only change the items and prices for this specific contract. To edit items for all contracts of this type go to Setup>Inventory>Packages.//
41 41  
42 -[[image:1773848320254-216.png]]
43 -
44 -[[image:1773848501121-460.png]]
51 +[[image:kb-1487601665-1484357730-1.png]]
45 45  Click **Save & Update Payment Schedule** when finished with your changes. Then verify the payment schedule at the bottom (you can adjust the payment dates using the Update Dates drop down if needed) and click **Save and Continue**.
46 46  
47 -[[image:1773848565354-205.png]]
48 -
49 -
50 -[[image:1773848668208-937.png]]
54 +[[image:kb-1487601665-1484357736-1.png]]
55 +[[image:kb-1487601665-1484357742-1.png]]
51 51  **Accept Contract:** Once you click Save and Continue, the contract PDF will be generated. Verify the contract is correct. If your contract settings are set for Digital Signature, you will need to type the Purchased By name in the signature areas. If you are set for Finger Signature, you can use your mouse or your touch screen tablet to sign. Click **Print Contract** for a hard copy if needed, and click **Save & Continue**.
52 52  
53 -
54 -[[image:1773848826979-153.png]]
58 +[[image:kb-1487601665-1484357748-1.png]]
55 55  **Checkout: ** Create invoice and complete contract. Once the contract PDF is saved, the contract will be listed in the shopping cart. If you need to go back and edit the contract details again, click the **Edit **icon. If you wish to remove the contract from the cart and start over, click the trash can. Otherwise click **Checkout **to create and pay the first invoice.
56 56  
57 -[[image:1773848969903-567.png]]
58 -[[image:1773849048501-520.png]]
59 -
61 +[[image:kb-1487601665-1509523484-1.png]]
60 60  **Pay Invoice:** Choose how the first invoice will be paid, and click **Pay** to finalize the contract.
61 61  
62 -[[image:1773849096655-892.png]]
64 +[[image:kb-1487601665-1484357760-1.png]]
63 63  **Receipt Options:** Once paid, the contract will be setup. If necessary here are the following receipt options:
64 64  
65 65  To print the full 8.5 X 11 Invoice to your printer, click the printer icon and choose **Print Invoice**.
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68 68  
69 69  * To **email** the invoice, click the envelope icon.
70 70  
71 -[[image:1773849246051-654.png]]
73 +[[image:kb-1487601665-1484357766-1.png]]
72 72  
73 73  **How-to Videos:**
74 74  
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