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Changes for page Sell A Contract

Last modified by Isaac Mejia on 2026/03/19 17:47
From version 14.1
edited by Isaac Mejia
on 2026/03/19 17:47
Change comment: There is no comment for this version
To version 13.1
edited by Isaac Mejia
on 2025/12/15 16:52
Change comment: There is no comment for this version

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2 2  
3 3  = Sell A Contract =
4 4  
5 +{{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/sell-a-contract_1487569570>>https://membersolutions-9221154.hs-sites.com/kb/sell-a-contract_1487569570]]{{/info}}
6 +
7 + Sell A Contract
8 +
9 + Created by
10 + Amith on Feb 05, 2021
11 +
5 5  Sell a Contract
6 6  
7 7  This help article will show you how to sell a contract.
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8 8  
9 9  ‚Ä¢Hover over the Sales tab and click on New Sale from secondary menu.
10 10  
11 -[[image:kb-1487569570-1487536783-1.png]]
18 +image:kb-1487569570-1487536783-1.png
12 12  ‚Ä¢Search for the client that you are selling the contract to
13 13  
14 14  ‚Ä¢Select your contract from the Add Contract drop down menu
15 15  
16 -[[image:kb-1487569570-1487536789-1.png]]
23 +image:kb-1487569570-1487536789-1.png
17 17  
18 18  When you select a contract, the Contract Details should automatically appear.
19 19  
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23 23  
24 24  The default contract set-up in the Inventory will not be altered.
25 25  
26 -[[image:kb-1487569570-1487536795-1.png]]
33 +image:kb-1487569570-1487536795-1.png
27 27  
28 28  Payment Schedule
29 29  
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33 33  
34 34  * Set Payment: This will set payments to occur on the specified date - only available for payment frequency = to 1 month
35 35  
36 -[[image:kb-1487569570-1487536801-1.png]]
43 +image:kb-1487569570-1487536801-1.png
37 37  
38 38  Once you hit Save, if a signature is required, click on the pen icon to sign/accept the contract.
39 39  
40 -[[image:kb-1487569570-1487536807-1.png]]
47 +image:kb-1487569570-1487536807-1.png
41 41  
42 -[[image:kb-1487569570-1487536813-1.png]]
49 +image:kb-1487569570-1487536813-1.png
43 43  
44 44  Once this has been done, click Create Invoice and proceed as usual. If this invoice has no payment amount, click Save.
45 45  
46 46  {{include reference="KBSupportCTA.WebHome"/}}
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