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Last modified by Isaac Mejia on 2026/04/07 17:22
From version 22.1
edited by Isaac Mejia
on 2026/04/07 17:22
Change comment: There is no comment for this version
To version 19.1
edited by David Stadnyk
on 2026/03/20 16:02
Change comment: There is no comment for this version

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1 -XWiki.IsaacMejia
1 +XWiki.DavidStadnyk
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1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 -= Selling a Contract from a Member's Profile =
3 += Selling a Contract =
4 4  
5 5  This help article will show you how to sell a contract on an existing member through their member profile
6 6  
7 7  * After you've added a new member to your member manager platform you will see and click on the option for "New contract" at the top right of the screenimage~:newContractMP.png
8 8  
9 -* Clicking on the **Contract **drop down menu will allow you to select the contract type you're selling to this member. Once you've selected the right contract for this member you can click on **Create Contract. [[image:createContractMP.png]]**
9 +* Clicking on the **Contract **drop down menu will allow you to select the contract type you're selling to this member. Once you've selected the right contract for this member you can click on **Create Contract. [[image:createContractMP.png**]]**
10 10  
11 -* This should now load in the contract details, if all of the default contract information is applicable for this member you can go ahead click **Save & Continue. **If you need to edit the contract in any way click here to go to the **Editing Contract Details Section**[[image~~:contractDetailsMP.png]]
11 +* This should now load in the contract details, if all of the default contract information is applicable for this member you can go ahead click **Save & Continue. **If you need to edit the contract in any way click here to go to the [[Editing Contract Details Sectionimage~~:contractDetailsMP.png>>#editingcontractdetails]]
12 12  
13 13  * If you've chosen to make no edits to the contract details, after you've clicked **Save & Continue ** on the previous page it should have loaded the contract terms. You should review these with the member and have them sign where applicable and then once again click on **Save & Continue. **//Note: You can also choose to print a copy of the contract if you want to keep a paper record of it on file.[[image:signContractMP.png//]]//
14 14  
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16 16  
17 17  * This now loads you onto an invoice screen, from here you can select the payment type applicable for this member. Once you've selected the correct payment method you can click on **Pay Invoice**. [[image:invoiceMP.png]]
18 18  
19 -* The page will now reload with a success message on screen if the payment was successful.**[[image:successMP.png]]**
19 +* The page will now reload with a success message on screen if the payment was successful.**[[image:successMP.png**]]**
20 20  
21 21  * If it was successful the contract is now completely sold and you can review it anytime by going to the member's profile, then to **Account**, and then **Contracts**
22 22  [[image:reviewContractMP.png]]