If a customer changes their mind about a layby or you have made an error when adding a layby, follow the steps below to cancel the layby.
To begin cancelling a Layby, you need to first access the Layby Management screen through one of the following options:
- From the main screen of Retailer, click on Tasks -> Layby Management.
- From the Point of Sale screen, click on [Ctrl]+[C] on your keyboard and select the customer.
Once a layby has been cancelled, previous payments can be applied in the following ways:
- Layby Prepayment
- Gift Voucher
- Cash/EFTPOS Refund
Cancel and Create a Layby Prepayment
- From the Layby Management screen, click on Layby Cancellation.
- This will take you to the Point of Sale screen with the layby items listed.
- Click on Sub Total or End Sale.
- Select Create a Layby Prepayment for $...
- Enter a description in Prepay Stock Description.
- Click OK
Cancel and Create a Gift Voucher
Click HERE for a guide to setting up Gift Vouchers
- From the Layby Management screen, click on Layby Cancellation.
- This will take you to the Point of Sale screen with the Layby items listed.
- Click on Sub Total or End Sale.
- Select Refund the Layby credit balance worth $...
- Select the Cancellation Fee Type and the Cancellation Fee amount (optional).
For more information about layby cancellation fees, click HERE. - Select Convert Layby Credit of $... to a Gift Voucher.
- Click Yes to confirm the action.
- A gift voucher will print out for the amount specified.
Cancel and Refund Payments
- From the Layby Management screen, click on Layby Cancellation.
- This will take you to the Point of Sale screen with the Layby items listed.
- Click on Sub Total or End Sale.
- Select Refund the Layby credit balance worth $...
- Select the Cancellation Fee Type and the Cancellation Fee amount (optional).
For more information about layby cancellation fees, click HERE. - Select Refund the Layby Credit of $... to the Customer.
- Click Yes to confirm the action.
- Select the Payment Type and click OK.