Wiki source code of Sale For Existing Member

Version 19.2 by David Stadnyk on 2026/03/20 16:16

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1.1	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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19.2	7	Use Existing Member Sale when selling an item, package or service to a member already in the system. Go to Sales>Existing Member Sale. You c
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19.2	9	[[image:1774023384671-630.png]]
1.1	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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19.2	12	[[image:kb-1487437960-1487569030-1.png]]
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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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19.2	16	[[image:kb-1487437960-1487569036-1.png]]
1.1	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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19.2	19	[[image:kb-1487437960-1487569042-1.png]]
1.1	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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19.2	22	[[image:kb-1487437960-1487569048-1.png]]
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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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19.2	28	[[image:kb-1487437960-1487569054-1.png]]
	29	[[image:kb-1487437960-1487569060-1.png]]
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	31	* Click Checkout to complete the sale.
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19.2	33	[[image:kb-1487437960-1487569066-1.png]]
	34	[[image:kb-1487437960-1487569072-1.png]]
1.1	35	Once the Invoice is created, choose the payment method and click Pay Now.
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19.2	37	[[image:kb-1487437960-1487569078-1.png]]
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	39	{{include reference="KBSupportCTA.WebHome"/}}