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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 26.1
edited by David Stadnyk
on 2026/03/23 16:52
Change comment: Uploaded new attachment "1774284773978-742.png", version {1}
To version 24.1
edited by David Stadnyk
on 2026/03/23 15:30
Change comment: Uploaded new attachment "1774279829893-617.png", version {1}

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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.
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.
16 16  
17 17  [[image:kb-1487437960-1487569042-1.png]]
18 18  
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.
19 +Select the Products, Services, or Packages you wish to sell — multiple items from any category can be added. Click **Add to Cart** for each item. 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.
20 20  
21 21  **Note:** Contracts must be sold separately via **Sales > New Contract**.
22 22  
23 -[[image:1774279849453-644.png]]
23 +[[image:1774279610929-219.png]]
24 24  
25 -[[image:1774279829893-617.png]]
25 +Click to remove an item.
26 26  
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.
27 +* Click **Checkout** to complete the sale.
28 28  
29 +[[image:kb-1487437960-1487569066-1.png]]
30 +[[image:kb-1487437960-1487569072-1.png]]
29 29  Once the Invoice is created, choose the payment method and click **Pay Now.**
30 30  
31 31  [[image:kb-1487437960-1487569078-1.png]]
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