How to Sell a Package to a Client on their Profile

This Guide will show you how to sell a package to a client on their Profile.

*Screens and layouts may vary depending on the user settings and device compatibility.

Click on Clients.

Search for the client who you want to sell the package to.

Click on the Package tab

Click on New Package

Select from one of the package plans by clicking on the Select button

Once you have selected your package plan you are provided options to Customize, Apply Coupon, select a Sold By and Invoice option (this will only show if the Plan was not set up with an Invoice option).

Select the Invoice option of Invoice Now or Invoice Later (Invoice Later will put the item in the shopping cart and not ask for a payment until invoiced.)

Customize will allow the editing of the package being sold. Both the Package Details and the Package Billing can be edited. (This will only change the package for the current sale.)

You can select Finish & Pay or Finish to have the package created.

Finish & Pay will bring up Record Payment right away.

Finish will open the invoice but not open the payment window until Add a Payment is selected.

Select Done to leave the invoice.

The package has been sold and will now appear on the client's account.