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Wiki source code of New Sale

Last modified by Isaac Mejia on 2025/12/15 16:23
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Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = New Sale =
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5 {{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/new-sale_1484357993>>https://membersolutions-9221154.hs-sites.com/kb/new-sale_1484357993]]{{/info}}
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7 New Sale
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9 Created by
10 Amith on Feb 05, 2021
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12 This help article will show you how to create a new sale, send an item to account and create invoices. //**Please do not use the back button when processing payments and making sales as it can cause multiple payments to get recorded in Volo.**//
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14 Click **Sales**
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16 * Click **New Sale**
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18 * Click **Search, **as highlighted below
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20 * Find the **Member** you want to invoice
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22 * Using the drop-down menu **Sold By**, select the salesperson
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24 image:kb-1484357993-1484292328-1.png
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26 * Use the drop-down menus (**Select Category, Add Product, Add Service, Add Package, Add Contract**) to choose the item to invoice
27 //NOTE: This is the only stage in which you an actually edit an invoice. Once an invoice is created, it cannot be edited.//
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29 * **Actions**:
30 - Trash Can: Deletes the item from the invoice.
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32 * Paper: Opens up a contract to review
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34 * Pen: Click to sign a contract.
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36 * Alternating arrows: Use to merge like contracts together.
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38 * Circular Arrow: Adjusts the item's renewal settings. (not pictured, associated with Packages)
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40 * **Quantity**: Enter desired quantity here.
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42 * **Discount**: Enter in the discount for the item. Take special notice of the **Dollar** and **Percentage** signs.
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44 * Click **Create Invoice**. This will turn this **New Sale** into an invoice that can be paid partially or completely.
45 - **Send To Account**: This adds the selected items to the member's account. Think of this option like a **tab**. We don't recommend using this for services as those unpaid for will end up **On Account** once the member has been checked in. We recommend using this for products instead.
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47 image:kb-1484357993-1484292334-1.png
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49 * After you click **Create Invoice**, you can either make a full payment or a partial payment - in this case, select the **Payment Method**, enter the desired payment amount and click **Pay**. If you're not making a payment, select **Save**. This will save the open invoice to the member's **Open Invoices** area located within their **Account** tab.
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