--- title: CORE | Quick Sale Processing for Packages or Memberships description: quick sale processing --- [Skip to content](https://support.hapana.com/kb/article/766#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) # CORE | Quick Sale Processing for Packages or Memberships ## Overview This article covers how to quickly process a **new sale** in CORE — including where to launch a sale, how to configure credit activation and payment dates, and apply discounts. This is ideal for scenarios like free trials, future billing, and streamlined membership setup. 🎥 **Watch the walkthrough:** [Click here to watch on Loom](https://www.loom.com/share/a402995626d344b2bb8fe846f3387827) Or preview it below:     ## Prerequisites - Admin or front desk access to CORE - Packages or memberships pre-configured in CORE --- ## Step-by-step instructions --- ### Step 1: Access the New Sale screen You can launch a new sale from three locations: 1. **Payments** \> **New Sale** 2. **Retail Dashboard** \> **New Sale** (top right corner) 3. **Client Profile** \> Click **New Sale** (auto-fills client into the cart) > Tip: Using the client profile method saves time by pre-filling the sale for that member.   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444191788_e3c4b627_image-20250603123616-137-1.png?width=504&height=264&name=1759444191788_e3c4b627_image-20250603123616-137-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444192692_db1850e0_image-20250603123623-138-1.png?width=1400&height=148&name=1759444192692_db1850e0_image-20250603123623-138-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444193824_ed8cf0d7_image-20250603123629-139-1.png?width=1400&height=386&name=1759444193824_ed8cf0d7_image-20250603123629-139-1.png)   --- ### Step 2: Add a package or membership 1. Click **Session Package** or **Membership** 2. Choose the item you want to sell 3. Configure the following settings: - **Credit Activation Date**: When the client can start booking into classes - **First Payment Date**: When the client is first charged > Example: Allow class bookings from today, but delay payment until next week.   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444195125_d061f1b5_image-20250603123640-140-1.png?width=722&height=615&name=1759444195125_d061f1b5_image-20250603123640-140-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444196090_e74cfcdb_image-20250603123649-141-1.png?width=714&height=595&name=1759444196090_e74cfcdb_image-20250603123649-141-1.png)   --- ### Step 3: Adjust credit validity and apply discounts - **Credit Valid Until**: Optional expiry date for credits - Choose one of the following for pricing: - **Custom Price** - **Percent Discount** (e.g. 20% off) > Tip: To offer a 100% discount and still track in reports, use Percent Discount set to 100% instead of “Allocate Without Payment.”   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444197178_4d564cda_image-20250603123703-142-1.png?width=707&height=586&name=1759444197178_4d564cda_image-20250603123703-142-1.png)   --- ### Step 4: Add clients and proceed to checkout 1. **Add Selected Clients** (you can assign multiple) 2. Click **Checkout** 3. You’ll see a **Pending** status until you choose a payment method   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444198228_69984471_image-20250603123715-143-1.png?width=1008&height=599&name=1759444198228_69984471_image-20250603123715-143-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444199353_9650a329_image-20250603123729-144-1.png?width=759&height=641&name=1759444199353_9650a329_image-20250603123729-144-1.png)   --- ### Step 5: Finalize the sale 1. Choose **Card / Bank** as the payment method 2. If there is a **client agreement**, you'll be prompted to: - **Send agreement** (email) - Or **Display on screen** for immediate signature 3. Click **Confirm Payment** to complete the sale   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444200687_bf85d871_image-20250603123743-145-1.png?width=1025&height=250&name=1759444200687_bf85d871_image-20250603123743-145-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444201554_86f95eb6_image-20250603123751-146-1.png?width=1400&height=190&name=1759444201554_86f95eb6_image-20250603123751-146-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444202427_1b780afa_image-20250603123802-147-1.png?width=764&height=631&name=1759444202427_1b780afa_image-20250603123802-147-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444203780_9f6ffea8_image-20250603123811-148-1.png?width=758&height=618&name=1759444203780_9f6ffea8_image-20250603123811-148-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444204951_91493bca_image-20250603123823-149-1.png?width=748&height=600&name=1759444204951_91493bca_image-20250603123823-149-1.png)   --- ## Expected outcome The membership or package is successfully sold and assigned to the client, with credits activating as scheduled and payments processed or scheduled accordingly. --- ## FAQs **Q: Can I give a client a free week before charging?** A: Yes — set **Credit Activation Date** to today and **First Payment Date** to one week later. **Q: Why is the invoice still pending after checkout?** A: You must select a **payment method** before the invoice becomes active. **Q: What’s the best way to track a free offer?** A: Use a **100% percent discount** rather than “allocate without payment.” --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com)     - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana