Skip to Content

Wiki source code of New Sale

Last modified by Isaac Mejia on 2025/12/15 16:23
Show last authors
1 {{include reference="KBArticleHeader.WebHome"/}}
2
3 = New Sale =
4
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}}
6
7 New Sale
8
9 Created by
10 Amith on Feb 05, 2021
11
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.**//
13
14 Click **Sales**
15
16 * Click **New Sale**
17
18 * Click **Search, **as highlighted below
19
20 * Find the **Member** you want to invoice
21
22 * Using the drop-down menu **Sold By**, select the salesperson
23
24 image:kb-1484357993-1484292328-1.png
25
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.//
28
29 * **Actions**:
30 - Trash Can: Deletes the item from the invoice.
31
32 * Paper: Opens up a contract to review
33
34 * Pen: Click to sign a contract.
35
36 * Alternating arrows: Use to merge like contracts together.
37
38 * Circular Arrow: Adjusts the item's renewal settings. (not pictured, associated with Packages)
39
40 * **Quantity**: Enter desired quantity here.
41
42 * **Discount**: Enter in the discount for the item. Take special notice of the **Dollar** and **Percentage** signs.
43
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.
46
47 image:kb-1484357993-1484292334-1.png
48
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.
50
51 {{include reference="KBSupportCTA.WebHome"/}}