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 26.2

edited by David Stadnyk
on 2026/03/23 16:53

Change comment: There is no comment for this version

Summary

Page properties

Content

@@ -28,6 +28,18 @@
  Once the Invoice is created, choose the payment method and click **Pay Now.**
--[[image:kb-1487437960-1487569078-1.png]]
++[[image:1774284773978-742.png]]
++//Note on Save To Account and Save Invoices Feature//
++**Send to Account & Save Invoice**
++
++These two features offer different ways to defer payment for a sale.
++
++**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.
++
++**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.
++
++**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.
++
++
  {{include reference="KBSupportCTA.WebHome"/}}