Wiki source code of Sale For Existing Member

Version 23.2 by David Stadnyk on 2026/03/23 15:27

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1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
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	3	= Sale For Existing Member =
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20.2	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.
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19.2	7	[[image:1774023384671-630.png]]
1.1	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.
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22.2	10	[[image:1774279469717-233.png]]
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22.2	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.
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21.2	14	[[image:1774023549165-749.png]][[image:1774024226989-850.png]]
1.1	15	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	17	[[image:kb-1487437960-1487569042-1.png]]
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23.2	19	Select the Products, Services, or Packages you wish to sell — multiple items from any category can be added. Click Add to Cart for each item. If purchasing on behalf of a different member, enter their name in the Member Purchased For field; Member Manager will locate their record or offer the option to add a new member if not found.
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23.2	21	Note: Contracts must be sold separately via Sales > New Contract.
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	23	[[image:1774279610929-219.png]]
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1.1	25	Click to remove an item.
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	27	* Click to add Renewal settings for a Package.
	28	* Click Checkout to complete the sale.
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19.2	30	[[image:kb-1487437960-1487569066-1.png]]
	31	[[image:kb-1487437960-1487569072-1.png]]
1.1	32	Once the Invoice is created, choose the payment method and click Pay Now.
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19.2	34	[[image:kb-1487437960-1487569078-1.png]]
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	36	{{include reference="KBSupportCTA.WebHome"/}}