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Changes for page Sell A Contract

Last modified by Isaac Mejia on 2026/03/19 17:47
From version 8.1
edited by Isaac Mejia
on 2025/12/15 16:52
Change comment: There is no comment for this version
To version 14.1
edited by Isaac Mejia
on 2026/03/19 17:47
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}}
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7 - Sell A Contract
8 -
9 - Created by
10 - Amith on Feb 05, 2021
11 -
12 12  Sell a Contract
13 13  
14 14  This help article will show you how to sell a contract.
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15 15  
16 16  ‚Ä¢Hover over the Sales tab and click on New Sale from secondary menu.
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18 -image:kb-1487569570-1487536783-1.png
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19 19  ‚Ä¢Search for the client that you are selling the contract to
20 20  
21 21  ‚Ä¢Select your contract from the Add Contract drop down menu
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23 -image:kb-1487569570-1487536789-1.png
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24 24  
25 25  When you select a contract, the Contract Details should automatically appear.
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31 31  The default contract set-up in the Inventory will not be altered.
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33 -image:kb-1487569570-1487536795-1.png
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34 34  
35 35  Payment Schedule
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40 40  
41 41  * Set Payment: This will set payments to occur on the specified date - only available for payment frequency = to 1 month
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44 44  
45 45  Once you hit Save, if a signature is required, click on the pen icon to sign/accept the contract.
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50 50  
51 51  Once this has been done, click Create Invoice and proceed as usual. If this invoice has no payment amount, click Save.
52 52  
53 53  {{include reference="KBSupportCTA.WebHome"/}}
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