Changes for page Sale For Existing Member
Last modified by David Stadnyk on 2026/03/23 16:54
From version 26.2
edited by David Stadnyk
on 2026/03/23 16:53
on 2026/03/23 16:53
Change comment:
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To version 25.7
edited by David Stadnyk
on 2026/03/23 16:51
on 2026/03/23 16:51
Change comment:
There is no comment for this version
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... ... @@ -28,18 +28,6 @@ 28 28 29 29 Once the Invoice is created, choose the payment method and click **Pay Now.** 30 30 31 -[[image:1774284773978-742.png]] 32 -//Note on Save To Account and Save Invoices Feature// 31 +[[image:kb-1487437960-1487569078-1.png]] 33 33 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 - 45 45 {{include reference="KBSupportCTA.WebHome"/}}
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