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
Change comment: There is no comment for this version
To version 25.7
edited by David Stadnyk
on 2026/03/23 16:51
Change comment: There is no comment for this version

Summary

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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.
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44 -
45 45  {{include reference="KBSupportCTA.WebHome"/}}
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1 -XWiki.DavidStadnyk
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1 -54.3 KB
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