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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 16.1
edited by Isaac Mejia
on 2025/12/15 17:02
Change comment: There is no comment for this version
To version 20.1
edited by David Stadnyk
on 2026/03/20 16:19
Change comment: Uploaded new attachment "1774023549165-749.png", version {1}

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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}}
6 -
7 -* [[Sales>>Sales_1616707657.html]]
8 -
9 - Sale For Existing Member
10 -
11 - Created by
12 - Amith on Feb 05, 2021
13 -
14 14  **Sales > Existing Member**
15 15  
16 -Use **Existing Member Sale **when selling an item, package or service to a specific member. Go to **Sales>Existing Member Sale**.
7 +Use **Existing Member Sale **when selling an item, package or service to a member already in the system. Go to **Sales>Existing Member Sale**. You c
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19 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.
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22 22  
23 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.//
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26 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.
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29 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.**//
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32 32  
33 33  Click to remove an item.
34 34  
35 35  * Click to add Renewal settings for a Package.
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39 39  
40 40  * Click **Checkout** to complete the sale.
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44 44  Once the Invoice is created, choose the payment method and click **Pay Now.**
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47 47  
48 48  {{include reference="KBSupportCTA.WebHome"/}}
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