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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 27.1
edited by David Stadnyk
on 2026/03/23 16:54
Change comment: There is no comment for this version
To version 14.1
edited by Isaac Mejia
on 2025/12/15 17:02
Change comment: There is no comment for this version

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1 -XWiki.DavidStadnyk
1 +XWiki.IsaacMejia
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2 2  
3 3  = Sale For Existing Member =
4 4  
5 -Use **Existing Member Sale** to sell a product, package, or service to a member already in the system. Navigate to **Sales > Existing Member Sale** and search by first name, last name, or member ID.
5 +{{info}}KB: MSI Knowledgebase • Category: Member Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/sale-for-existing-member_1487437960>>https://membersolutions-9221154.hs-sites.com/kb/sale-for-existing-member_1487437960]]{{/info}}
6 6  
7 -[[image:1774023384671-630.png]]
8 -**Choose User Type.** You can search for Member, Trainer or All. User Trainer if you are creating a sale to a staff member - "purchased by" staff.
7 +* [[Sales>>Sales_1616707657.html]]
9 9  
10 -[[image:1774279469717-233.png]]
9 + Sale For Existing Member
11 11  
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.
11 + Created by
12 + Amith on Feb 05, 2021
13 13  
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.
14 +**Sales > Existing Member**
16 16  
17 -[[image:kb-1487437960-1487569042-1.png]]
16 +Use **Existing Member Sale **when selling an item, package or service to a specific member. Go to **Sales>Existing Member Sale**.
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.
18 +image:kb-1487437960-1487569024-1.png
19 +**Choose User Type.** You can search for Member, Trainer or All. User Trainer if you are creating a sale to a staff member - "purchased by" staff.
20 20  
21 -**Note:** Contracts must be sold separately via **Sales > New Contract**.
21 +image:kb-1487437960-1487569030-1.png
22 22  
23 -[[image:1774279849453-644.png]]
23 +Search for the Member by **Member ID**, **First Name** and/or **Last Name**. Click **Search**, then double click on line for the member you need. //Note: Clicking the Member Name will open the Member Profile in a separate window.//
24 24  
25 -[[image:1774279829893-617.png]]
25 +image:kb-1487437960-1487569036-1.png
26 +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.
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.
28 +image:kb-1487437960-1487569042-1.png
29 +Next choose a **Product**, **Service**, or **Package** to sell. You can add multiple items from any category. Click **Add to Cart** for each pick. Enter the name under **Member Purchased For** if there is a different Member. Member Manager will search for a current member record or give you an option to //Add New Member// if the record is not found. //**Note: If you are selling a contract you must sell that separately. Go to Sales>New Contract to enter a contract.**//
28 28  
29 -Once the Invoice is created, choose the payment method and click **Pay Now.**
31 +image:kb-1487437960-1487569048-1.png
30 30  
31 -[[image:1774284773978-742.png]]
32 -\\//Note on Save To Account and Save Invoices Feature//
33 +Click to remove an item.
33 33  
34 -**Send to Account & Save Invoice**
35 +* Click to add Renewal settings for a Package.
35 35  
36 -These two features offer different ways to defer payment for a sale.
37 +image:kb-1487437960-1487569054-1.png
38 +image:kb-1487437960-1487569060-1.png
37 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.
40 +* Click **Checkout** to complete the sale.
39 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.
42 +image:kb-1487437960-1487569066-1.png
43 +image:kb-1487437960-1487569072-1.png
44 +Once the Invoice is created, choose the payment method and click **Pay Now.**
41 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.
46 +image:kb-1487437960-1487569078-1.png
43 43  
44 -
45 45  {{include reference="KBSupportCTA.WebHome"/}}
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