We have a video guide on how to create a layby - 🎬 Laybys - Settings, Creating, Paying and Collecting

Before creating a layby, click HERE to learn more about the options available to you regarding laybys.

Creating a Layby 

1. From the Point Of Sale screen, click on the Layby button or press [Ctrl]+[L] on your keyboard. 
2. Select the required customer or click the Add button to add a new customer.
3. Scan the stock item(s) and complete the sale.
4. The Layby Payment Details screen appears. 
   
• Enter the amount the customer is paying today in Deposit Amount.
  
  

  This is required if a deposit is being paid. Be sure not to miss this step or the amount will get refunded to the customer.
• Select your Layby Duration and Fully Pay and Pick Up by date. This sets the time by which the layby should be fully paid and collected.
  
• The Fully Pay and Pick Up date cannot be changed once the layby has been created.
• Select the Payment Type and click on OK to end the sale.
5. The customer will receive a receipt showing the layby details as well as the terms and conditions.

Creating a Layby using a Layby Prepayment

This assumes the customer has an existing prepayment to be used for a layby.

Click HERE to learn more about how to enter a prepayment.

1. From the Point Of Sale screen, click on the Layby button or use [Ctrl]+[L]. 
2. Select the required customer.
3. A list of available layby prepayments will appear. Select the one that you want to use and click on OK.
   
4. Scan the stock item(s) and complete the sale.
5. You will get the Layby Details screen.
   
• Select the Layby Duration and Expected Pickup Date.
• You can also add Comments to the layby.
• Click on OK to end the sale.
6. The customer will receive a receipt showing the layby details as well as the terms and conditions.

To learn more about processing payments and finalising laybys, click HERE.

To learn more about managing existing laybys, click HERE.

To learn more about cancelling a layby, click HERE.