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Wiki source code of Sale For Existing Member

Version 2.1 by Isaac Mejia on 2025/12/15 17:01
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Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Sale For Existing Member =
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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}}
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7 * [[Sales>>Sales_1616707657.html]]
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9 Sale For Existing Member
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11 Created by
12 Amith on Feb 05, 2021
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14 **Sales > Existing Member**
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16 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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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.
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21 image:kb-1487437960-1487569030-1.png
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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.//
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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.
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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.**//
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31 image:kb-1487437960-1487569048-1.png
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33 Click to remove an item.
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35 * Click to add Renewal settings for a Package.
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37 image:kb-1487437960-1487569054-1.png
38 image:kb-1487437960-1487569060-1.png
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40 * Click **Checkout** to complete the sale.
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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.**
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46 image:kb-1487437960-1487569078-1.png
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48 {{include reference="KBSupportCTA.WebHome"/}}
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