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Managing layby sales

After you’ve created layby sales, they can be managed from the Sales history.

Retrieving a layby sale

With a receipt number

You can quickly retrieve a layby sale by searching for its receipt number. To do this:

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

    Sales-history-all-sales-receipt_section.png

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

    Layby-sale.png

  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.

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. 

Screenshot_2023-04-20_at_1.16.00_PM.png

Without a receipt number

If you do not have the receipt number for the layby sale you're looking for, you can still locate the sale manually.

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

    Sales-history-continue-sale.png

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

    Layby-section.png

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

    Layby-sale.png

  5. The sale will load, and lead you to the Sell screen. You can then take payment by clicking the Pay button.

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. 

Screenshot_2023-04-20_at_1.16.00_PM.png

Dismissing a layby sale

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.

Dismiss-a-sale-section.png

Canceling a layby sale

Sometimes, a customer might need to cancel their layby sale. To cancel the sale:

  1. Retrieve the layby sale using the steps in Retrieving a layby sale.
  2. Add each item to the sale again, but change the quantity to a negative amount to cancel out the original item. This also returns the item to your inventory in Retail POS.
    Screenshot_2023-04-20_at_2.25.22_PM.png
  3. If the customer has paid toward the canceled item, you will be prompted to give a refund of the amount paid. Click Refund and choose a payment method to process the refund through.
  4. When the refund is complete, click Complete sale
  5. If no payments had been made towards the layby item, click Pay then Complete sale

Once the refund is processed, the sale will be closed and will appear in the sales history as Layby completed.

What's next?

Creating layby sales

How to create a layby sale


Learn more

Creating On Account sales

The On Account feature allows customers to put purchases on their account to pay later.

Learn more

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