How to sell a plan from POS (Point of Sale)

Written by Soule Bolivar

Updated 4 months ago

1. Under 'OPERATIONS', go to 'POS'.

2. In 'NEW PURCHASE', fill in the following fields:

Type: Select 'Plan'.

Plan configurations: Choose from the following:

Future date: to start the plan and billing on a future date. Then choose if to activate credits immediately or not.

When a plan starts on a future date with the option to “Activate Credits Immediately,” it’s considered active. This allows members to book the plan, even if the first billing date is delayed.

If a plan is scheduled to begin on a future date, it remains inactive until that specified date.

Activate immediately: start the plan and billing right now and the member will be charged straight away.

Activate on next billing date / when current plan expires: start the plan and billing on the next billing date or expiration date of the current plan. Please note if the member has no current plan, this option is the same as activating immediately.

Note: If you want a plan to be debited immediately, do not tick the future date option, without future date ticked, the plan will start immediately and debit straight away.

3. Click on the 'ADD' button to add the items to the 'Billing form', next to 'New Purchase'.

Repeat the process if you’d like to place additional plans to the sale. If you have added an item by accident, you may delete it from the billing form by clicking on the minus - icon next to the product.

4. Once you are ready to process the payment, fill in the following:

Select Payment Method: Choose from Cash, EFTPOS, Bank Transfer and Complimentary.
Plan Schedule: If you have added a plan to the sale. If not, this option will not be enabled
Add Members: Enter in the member’s name whom you wish to make the sale to.

Please note that a product can only be sold as zero priced when the payment method is set to Complimentary for all other payment methods the minimum price is $1.

5. Click 'PAY'.

6. Once the transaction is confirmed, scroll down to 'POS DETAILS' where the sale will appear at the top of list.

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