Selling a Contract-2
Sell A Contract
Highlight Sales
Highlight Contracts
Click New Contract
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Type the Name of the Purchased By and Purchased for Members in the respective fields. And click on the name as it appears in the drop down
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If no profile exists for either, click the Add New Member button in the top right corner to add them.
Once they are added, type their name in the appropriate field as in the last step.
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Choose which Staff Profile is making the sale from the Sold By drop down.
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Choose the contract you are selling from the Contract drop down.
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Click Continue
You will be taken the the POS screen showing the Contract you just selected in the Cart
Click on the Invoice Details button
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Here you can Change the contract start date, Price, Length, Billing frequency Billing Profile, Autorenewal settings, downpayment, and initiation fees.
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Number of Payments
This field allows you to alter the number of payments in the contract term. For Ongoing contracts, this will not be editable
Payment Frequency
These fields determine the billing frequency.
Contract Start Date
This Field allows you to adjust the start date of the Contract. If you select a date in the past, an invoice for the first payment due today will be created. If you set it for a future date you first invoice will be for $0. You can only backdate the start date one payment cycle.
Contract Total/Edit Price and Items
This field displays the total price of the contract. Ongoing contracts will display the individual payment price.
Next to the Price is the Edit Price and Items Button. This lets us edit the contract price.
To do so, click on the icon. This will open up a new pane at the bottom of the screen.
This pane will show all of the individual items included in the contract and the price for each
To change the price, change the Item Total fields so that they equal the desired payment amount then click save.
You can also change the Expires in fields. These should generally match the payment frequency.
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Discount Amount
This field allows you to discount the total contract price evenly across all payments.
Free Payments
This field allows you to add a number of free payments to the contract. The check box allows you to make the last payment a free payment.
Initiation Fee
This Field allows you to add an initiation fee to the contract. This fee will be due at the date of sale.
Down Payment
This field allows you to add a downpayment. This amount will be due at the date of sale, and will either be deducted from the price of the first invoices one at a time until the total is reached, or if the drop down is changed to apply to all, it will be evenly spread across all invoices.
Cancellation Notification
This field allows you to alter the cancellation notice required to cancel this contract.
AutoRenewal Settings
These fields allow you to adjust the contracts auto renewal once the term end.
These options will not appear for Ongoing contracts.
Billing Profile
This drop-down allows you to select the billing profile used for the contract.
If there is no billing profile on file, you can add one using the Add Billing Profile button
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This will open the add billing profile pane where you can enter the desired billing information.
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Once you have the contract details set, click on the Calculate and save button.
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Now you can sign the contract. To do so, click the Sign Contract button.
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This will open up the Contact Copy and allow you to sign and print.
Depending on the sites setup, there may be one or more signature fields.
They will either be Digital acceptance fields where the buyers name must be typed, or digital signature fields which can be signed with a mouse of USB signature pad.
Once all present signature fields are completed, you can either Click Print contract, or Save contract. Both will save the contract, but Print will also print the contract copy.
Once the contract is signed and saved, you can create the first invoice
To do so, click on Create Invoice.
This will open the invoice screen.
From here you will either save the invoice if it is for $0 or if it is going to be paid at a later date, or pay it.
To Save, Click the Save Invoice button. This completes the sale.
To Pay the invoice, select one of the payment options on the left side and Click Pay Now
The payment Options are as follows:
Cash
-This is to record a cash payment taken at the facility. A direct payment will be sent to MSI if the contract is FSB
Check/Cheque
This is to record a check payment taken at the facility. A direct payment will be sent to MSI if the contract is FSB
Offline Credit Card
- This is to record a credit card payment taken at the facility outside of MyVolo, such as a merchant terminal. A direct payment will be sent to MSI if the contract is FSB
One Time Credit Card
-This is to process a credit card, that is not saved to the member's profile, through the client Merchant Processor. You will need to enter all credit card info.
Credit Card on File
-This is to process one of the credit cards saved on the member's Admin tab, through the clients Merchant processor.
EFT/ACH
-This is to process one of the EFT/ACH profiles on saved on the member's Admin tab, through the clients Merchant processor.
MSI Full Service
-This is to process the payment on any of the EFT/ACH or credit card profiles on the members Admin tab through Member Solutions.
Once the invoice is either paid or saved, the sale is complete.
You can also begin a sale from two other places
From the purchased by members profile, using the new sale button.
From the Sales tab using the User Lookup option.