A 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 layby removes the product from your inventory. 

Layby sales have some restrictions if you are using the Xero integration. If you rely on product quantities posted to Xero via Register Closures, we do NOT recommend using laybys.

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

Creating a layby sale

1. Create a sale on the sell screen, adding the desired products and ensuring a customer is added to the sale.
2. Click Pay.
3. If you wish to take a deposit for the layby sale, enter a partial payment amount and choose the payment type. If you do not require a deposit, you may skip this step.
4. Click Layby. 
   

   

5. Issue the customer the receipt.

Retrieving a layby sale with a receipt number

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

1. Navigate to Sell > Sales history.
   
2. Type the receipt number for the layby sale under the Receipt or note section and click Search.

   

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

   

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 wishes to use.
5. If the customer is paying off the sale entirely, you can now give them the items in the layby and a final, updated receipt. If the customer is only paying a portion of the remaining balance, process the partial payment and then click Layby to put the remaining balance back onto layby.

Retrieving a layby sale without a receipt number

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

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

   

3. Next, select Layby from the Status drop-down and click the search button. This will filter your list of sales by layby only.

   

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

   

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 layby and a final, updated receipt. If the customer is only paying a portion of the remaining balance, process the partial payment and then click Laybyto put the remaining balance back onto layby.

Dismissing a layby sale on the sell screen

If you have accidentally continued the wrong layby 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.

Canceling a layby sale

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

1. Navigate to Sell > Sales History.
   
2. Select Layby from the Status filter drop-down, then click Search.
   
3. Locate the layby sale you wish to void and click to expand.
   
4. Click Void, then Void sale.
   
5. Once the layby sale has been voided, refund any payments made using your desired payment method.

Enabling or disabling layby sale user permissions

1. Navigate to Setup > Users > Roles.
   
2. Click the Cashier or Manager user role you wish to edit.
   
3. In the Sell section, select or deselect the Create or continue layby sales checkbox.
   
4. Click Save.

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