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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 14.1
edited by Isaac Mejia
on 2025/12/15 17:02
Change comment: There is no comment for this version
To version 27.1
edited by David Stadnyk
on 2026/03/23 16:54
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  = Sale For Existing Member =
4 4  
5 -{{info}}KB: MSI Knowledgebase • Category: Member Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/sale-for-existing-member_1487437960>>https://membersolutions-9221154.hs-sites.com/kb/sale-for-existing-member_1487437960]]{{/info}}
5 +Use **Existing Member Sale** to sell a product, package, or service to a member already in the system. Navigate to **Sales > Existing Member Sale** and search by first name, last name, or member ID.
6 6  
7 -* [[Sales>>Sales_1616707657.html]]
7 +[[image:1774023384671-630.png]]
8 +**Choose User Type.** You can search for Member, Trainer or All. User Trainer if you are creating a sale to a staff member - "purchased by" staff.
8 8  
9 - Sale For Existing Member
10 +[[image:1774279469717-233.png]]
10 10  
11 - Created by
12 - Amith on Feb 05, 2021
12 +Click **Search**, then double-click anywhere on the member's highlighted row to select them. Avoid clicking the first or last name directly, as this will open the member's profile in a separate window instead.
13 13  
14 -**Sales > Existing Member**
14 +[[image:1774023549165-749.png]][[image:1774024226989-850.png]]
15 +If your member is not found, a pop up will give you the option to add them.
15 15  
16 -Use **Existing Member Sale **when selling an item, package or service to a specific member. Go to **Sales>Existing Member Sale**.
17 +[[image:kb-1487437960-1487569042-1.png]]
17 17  
18 -image:kb-1487437960-1487569024-1.png
19 -**Choose User Type.** You can search for Member, Trainer or All. User Trainer if you are creating a sale to a staff member - "purchased by" staff.
19 +Select the Products, Services, or Packages you wish to sell — multiple items from any category can be added. Click **Add to Cart** after you have selected the desired Products, Services, etc.
20 20  
21 -image:kb-1487437960-1487569030-1.png
21 +**Note:** Contracts must be sold separately via **Sales > New Contract**.
22 22  
23 -Search for the Member by **Member ID**, **First Name** and/or **Last Name**. Click **Search**, then double click on line for the member you need. //Note: Clicking the Member Name will open the Member Profile in a separate window.//
23 +[[image:1774279849453-644.png]]
24 24  
25 -image:kb-1487437960-1487569036-1.png
26 -If your member is not found, a pop up will give you the option to add them. [[Click Here>>https://msisupport.zendesk.com/hc/en-us/articles/115000293086]] for for more details on adding a member during the sale.
25 +[[image:1774279829893-617.png]]
27 27  
28 -image:kb-1487437960-1487569042-1.png
29 -Next choose a **Product**, **Service**, or **Package** to sell. You can add multiple items from any category. Click **Add to Cart** for each pick. Enter the name under **Member Purchased For** if there is a different Member. Member Manager will search for a current member record or give you an option to //Add New Member// if the record is not found. //**Note: If you are selling a contract you must sell that separately. Go to Sales>New Contract to enter a contract.**//
27 +After clicking **Add to Cart**, you can adjust the quantity, apply discounts, remove any incorrectly added items, and update the **Member Purchased For** field if purchasing on behalf of a different member. Member Manager will locate their record or offer the option to add a new member if not found.
30 30  
31 -image:kb-1487437960-1487569048-1.png
29 +Once the Invoice is created, choose the payment method and click **Pay Now.**
32 32  
33 -Click to remove an item.
31 +[[image:1774284773978-742.png]]
32 +\\//Note on Save To Account and Save Invoices Feature//
34 34  
35 -* Click to add Renewal settings for a Package.
34 +**Send to Account & Save Invoice**
36 36  
37 -image:kb-1487437960-1487569054-1.png
38 -image:kb-1487437960-1487569060-1.png
36 +These two features offer different ways to defer payment for a sale.
39 39  
40 -* Click **Checkout** to complete the sale.
38 +**Send to Account** Send to Account allows items to be added to a member's account without generating an invoice immediately. The items will appear under the **Remaining** and **On Account** tabs of the member's profile. This is typically used when a member agrees to pay at a later date. Because no invoice is generated right away, the items will not appear as outstanding — instead, an invoice is generated at a later time covering all "on account" items at once.
41 41  
42 -image:kb-1487437960-1487569066-1.png
43 -image:kb-1487437960-1487569072-1.png
44 -Once the Invoice is created, choose the payment method and click **Pay Now.**
40 +**Save Invoice** Save Invoice generates an invoice immediately but allows it to be saved without taking payment on the spot. The saved invoice can be found under **Open Invoices** in the member's profile and can be paid at any time. If the due date is the same day, the invoice will appear as outstanding if not paid immediately.
45 45  
46 -image:kb-1487437960-1487569078-1.png
42 +**Key Difference** Send to Account defers both the invoice and payment to a later date, while Save Invoice generates the invoice immediately but defers only the payment.
47 47  
48 -{{include reference="KBSupportCTA.WebHome"/}}
49 49  
45 +{{include reference="KBSupportCTA.WebHome"/}}
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