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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 25.4
edited by David Stadnyk
on 2026/03/23 15:52
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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12 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 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. [[Click Here>>https://msisupport.zendesk.com/hc/en-us/articles/115000293086]] for for more details on adding a member during the sale.
15 +If your member is not found, a pop up will give you the option to add them.
16 16  
17 17  [[image:kb-1487437960-1487569042-1.png]]
18 18  
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24 24  
25 25  [[image:1774279829893-617.png]]
26 26  
27 -* After clicking Add To Cart, you can change the quantity, add discounts, and change who the item  and If purchasing on behalf of a different member, enter their name in the **Member Purchased For** field; Member Manager will locate their record or offer the option to add a new member if not found.
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.
28 28  
29 -
30 -[[image:kb-1487437960-1487569072-1.png]]
31 31  Once the Invoice is created, choose the payment method and click **Pay Now.**
32 32  
33 -[[image:kb-1487437960-1487569078-1.png]]
31 +[[image:1774284773978-742.png]]
32 +\\//Note on Save To Account and Save Invoices Feature//
34 34  
34 +**Send to Account & Save Invoice**
35 +
36 +These two features offer different ways to defer payment for a sale.
37 +
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.
39 +
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.
41 +
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.
43 +
44 +
35 35  {{include reference="KBSupportCTA.WebHome"/}}
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1 +XWiki.DavidStadnyk
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1 +54.3 KB
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