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Wiki source code of Sale For Existing Member

Version 18.1 by Isaac Mejia on 2026/03/19 17:53
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Sale For Existing Member =
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5 **Sales > Existing Member**
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7 Use **Existing Member Sale **when selling an item, package or service to a specific member. Go to **Sales>Existing Member Sale**.
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10 **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.
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14 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.//
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17 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.
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20 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.**//
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24 Click to remove an item.
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26 * Click to add Renewal settings for a Package.
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31 * Click **Checkout** to complete the sale.
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35 Once the Invoice is created, choose the payment method and click **Pay Now.**
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39 {{include reference="KBSupportCTA.WebHome"/}}