Sell A Contract

Version 1.1 by Isaac Mejia on 2025/12/15 16:52
Warning: For security reasons, the document is displayed in restricted mode as it is not the current version. There may be differences and errors due to this.

Failed to execute the [velocity] macro. Cause: [The execution of the [velocity] script macro is not allowed in [xwiki:KBArticleHeader.WebHome]. Check the rights of its last author or the parameters if it's rendered from another script.]. Click on this message for details.

Sell A Contract

Information

KB: MSI Knowledgebase • Category: Payment Management • Source: https://membersolutions-9221154.hs-sites.com/kb/sell-a-contract_1487569570

  Sell A Contract

     Created by
     Amith on Feb 05, 2021

Sell a Contract

This help article will show you how to sell a contract.

•Hover over the Sales tab and click on New Sale from secondary menu.

kb-1487569570-1487536783-1.png
•Search for the client that you are selling the contract to

•Select your contract from the Add Contract drop down menu

kb-1487569570-1487536789-1.png

When you select a contract, the Contract Details should automatically appear.

NOTE: If the Contract Details do not appear, ensure that your popup blocker is deactivated for your Volo site.

You can edit all of the details of the contract from this page and the changes will only relate to this one sale for the member that you are currently working with.

The default contract set-up in the Inventory will not be altered.

kb-1487569570-1487536795-1.png

Payment Schedule

•Update Payment Date:

Reset Payment Dates: This will reset payments to initial payment schedule based off the contract start date

  • Set Payment: This will set payments to occur on the specified date - only available for payment frequency = to 1 month

kb-1487569570-1487536801-1.png

Once you hit Save, if a signature is required, click on the pen icon to sign/accept the contract.

kb-1487569570-1487536807-1.png

kb-1487569570-1487536813-1.png

Once this has been done, click Create Invoice and proceed as usual. If this invoice has no payment amount, click Save.

Still need help?

If you can’t find what you’re looking for, our support team is happy to help.

Contact Support