Layaway Payments

To process a transaction as a layaway:

Step 1: Add a customer to your sale

Step 2: Add the items being put on layaway to your cart.

Step 3: When ready to take payment, click Save as Layaway, located in the Options buttons. The “Layaway payment” screen will open in the right hand column.

Note: You cannot create a layaway payment for a default POS customer, so a specific customer must be selected.

Step 4: Choose how much the customer will prepay, either by a percentage of the total or entering a value yourself. Here, we have entered an advance payment of $50.00.

To set the Expiry Date, simply enter the date by which the layaway needs to be paid in full.

Step 5: Click Save when this is completed.

Step 6: The payment page has opend. Now select the payment type for the advance payment and hit the green checkbox. This will process the advance payment like a normal payment. An Invoice number will generate, and you will have the option of printing a receipt or e-mailing one to the client.

To retrieve any prepayment invoice from the point of sale:

Step 1: Click Layaways, found in the function buttons.

Now, you will see all of your created prepayment invoices. You can search by customer or invoice number in the search field by the magnifying glass icon.

Step 2: Select the corresponding prepayment invoice and the items on the invoice will populate in your cart.

Step 3: To pay the balance click on Pay. To do another partial payment, you can once again use the “Save as Layaway” button to add another partial payment to the layaway. Items do not leave stock until the prepayment invoice is entirely paid off through the main tender button.

Note: If you are viewing a saved layaway in the POS, and you need to start a different transaction, click the “New sale” button. This will revert the layaway to it’s last saved state. You can access it later by clicking the “Layaways” button. Do not click “Save sale” when viewing a layaway in the POS. This will create a duplicate sales document.