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Last modified by Isaac Mejia on 2026/04/07 17:22
From version 9.1
edited by Isaac Mejia
on 2025/12/15 17:05
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To version 20.1
edited by David Stadnyk
on 2026/03/20 16:02
Change comment: There is no comment for this version

Summary

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2 2  
3 3  = Selling a Contract from a Member's Profile =
4 4  
5 -{{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/sell-a-contract_1487569570-0>>https://membersolutions-9221154.hs-sites.com/kb/sell-a-contract_1487569570-0]]{{/info}}
6 -
7 7  This help article will show you how to sell a contract on an existing member through their member profile
8 8  
9 -* 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
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
10 10  
11 -* 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**]]**
12 12  
13 -* 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]]
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]]
14 14  
15 -* 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//
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//]]//
16 16  
17 -* When the page reloads you should be brought to the cart page. On this page you'll see the Total Due Today for the contract that the member is purchasing. From here you'll want to click on **Checkout**. image:cartPageMP.png
15 +* When the page reloads you should be brought to the cart page. On this page you'll see the Total Due Today for the contract that the member is purchasing. From here you'll want to click on **Checkout**. [[image:cartPageMP.png]]
18 18  
19 -* 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
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]]
20 20  
21 -* 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**]]**
22 22  
23 23  * 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**
24 -image:reviewContractMP.png
22 +[[image:reviewContractMP.png]]
25 25  
26 26  === Editing Contract Details ===
25 +
27 27  When selling a contract you can edit details for that specific contract and member without changing the default contract you created in Member Manager. This is great for editing contract start dates, payment schedules, or even payment amounts.
28 28  
29 -From the contract details screen clicking on **Edit/View Details** will load the options to edit the member's contract. image:fullDetailsMP.png
28 +From the contract details screen clicking on **Edit/View Details** will load the options to edit the member's contract. [[image:fullDetailsMP.png]]
30 30  
31 -Starting at the top half of the contract details view, we can edit multiple fields, we'll break them all down below.image:topDetailsMP.png
30 +Starting at the top half of the contract details view, we can edit multiple fields, we'll break them all down below.[[image:topDetailsMP.png]]
32 32  
33 33  **Number of Payments **allows you change the number of total payments the contract will last for
34 34  
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38 38  
39 39  * **Contract Total **clicking this allows you to adjust the total value of the contract, and it will automatically split the total amongst the **Number of Payments** in the fist field
40 40  
41 -* **Discount Amount **this will allow you to give the member of discount off the total of the contract, again split by the **Number of Payment****s **
40 +* **Discount Amount **this will allow you to give the member of discount off the total of the contract, again split by the **Number of Payments **
42 42  
43 43  * **Payment Edits**
44 44  
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66 66  
67 67  * **No Renewal **this will just end the contract at the end of the original term length
68 68  
69 -* On the bottom half of this page you'll see the payment schedule broken down based on the **Number of Payments** and the **Payment Frequency ** you've set on the top half of the contract. The payment amount per payment date should total the **Contract Total** from the top half evenly distributed throughout the term of the contract.image:bottomDetailsMP.png
68 +* On the bottom half of this page you'll see the payment schedule broken down based on the **Number of Payments** and the **Payment Frequency ** you've set on the top half of the contract. The payment amount per payment date should total the **Contract Total** from the top half evenly distributed throughout the term of the contract.[[image:bottomDetailsMP.png]]
70 70  
71 71  {{include reference="KBSupportCTA.WebHome"/}}
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