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Creating and managing layaway sales

A layaway (formerly layby) is a sale that allows you to take a deposit from a customer for a product, set that product aside, and let the customer pay it off at a later date or in instalments. Placing a sale on layaway removes the product from your inventory.

If you're using the Xero integration, Layaway sales have some restrictions. If you rely on product quantities posted to Xero via Register Closures, it's not recommended to use layaways.

Creating a layaway sale

  1. Create a sale on the Sell screen, add products, and add a customer to the sale.
  2. Click Pay.
  3. (Optional) If you want to take a deposit for the layaway sale, enter a partial payment amount and choose the payment type.
  4. Click Layaway.

    Layaway payment type

  5. Finalize the sale and issue the receipt to the customer.

Once a sale is placed on layaway it cannot be switched to On account, the same applies for On account sales to layaway.

Retrieving a layaway sale with a receipt number

You can retrieve a layaway sale by searching for its receipt number:

  1. Navigate to Sell > Sales history.

    Sales history

  2. Under the Receipt or note section, type the receipt number for the layaway sale and click Search.

    Receipt or note section

  3. Locate your sale from the list of layaway sales and click the Continue sale icon.

    Sale from the list of layaway sales

  4. The sale will load and lead you to the Sell screen. You can then take payment by clicking the Pay button and selecting the payment type the customer wants to use.
  5. If the customer is paying off the sale entirely, you can now give them the items in the layaway and a final, updated receipt. If the customer is only paying a portion of the remaining balance, process the partial payment and then click Layaway to put the remaining balance back onto layaway.

    Process the partial payment and click Layaway

Retrieving a layaway sale without a receipt number

If you don't have the receipt number for the layaway sale, you can locate the sale manually:

  1. Navigate to Sell > Sales history.
  2. Click the Continue sale tab.

    Continue sale tab

  3. Next, select Layaway from the Status dropdown and click Search. This will filter your list of sales by layaway only.

    Status dropdown

  4. Locate your sale from the list of layaway sales and click the continue sale icon.

    Sale from the list of layaway sales

  5. The sale will load, and lead you to the Sell screen. You can then take payment by clicking the Pay button.
  6. If the customer is paying off the sale entirely, you can now give them the items in the layaway and a final, updated receipt. If the customer is only paying a portion of the remaining balance, process the partial payment and then click Layaway to put the remaining balance back onto layaway.

    Put the remaining balance back onto layaway

     

Dismissing a layaway sale on the Sell screen

If you have accidentally continued the wrong layaway sale, you can use the Dismiss sale button on the Sell screen to dismiss. The sale won’t be deleted and you can go back to it at any time.

Dismiss sale button on the Sell screen

Canceling a layaway sale

When an in-progress layaway sale needs to be canceled, you can void the sale to return the products to your inventory and remove the recorded payments.

  1. Navigate to Sell > Sales History.

    Sales History

  2. Select Layaway from the Status filter dropdown, then click Search.

    Status filter dropdown

  3. Locate the layaway sale you want to void and click to expand.

    Locate the layaway sale

  4. Click Void, then Void sale.

    Void sale

  5. Once the layaway sale has been voided, refund any payments made using your desired payment method.

Enabling or disabling layaway sale user permissions

  1. Navigate to Setup > Users > Roles.

    User roles

  2. Click the Cashier or Manager user role you wish to edit.

    Cashier and manager role

  3. In the Sell section, select or deselect the Create or continue layaway sales checkbox.

    Sell user permissions with layaway

  4. Click Save.

What's next?

Creating layaway sales

How to create a layaway sale

Learn more

Creating On account sales

Allow customers to put purchases on their account and pay later.

Learn more

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