Create a Layby

Create a Layby

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

From the Point Of Sale screen, click on the Layby button or press [Ctrl]+[L] on your keyboard.
Select the required customer or click the Add button to add a new customer.
Scan the stock item(s) and complete the sale.
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.
Select the Payment Type and click on OK to end the sale.

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.

From the Point Of Sale screen, click on the Layby button or use [Ctrl]+[L].
Select the required customer.
A list of available layby prepayments will appear. Select the one that you want to use and click on OK .
Scan the stock item(s) and complete the sale.
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.

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 .

Related Articles
Cancelling a Layby
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 ...
Layby Prepayments
Layby prepayments allow customers to put money towards a layby in advance. This is particularly useful for items that are not in stock or are yet to be created. These prepayments can only be used on new laybys. Creating a Layby Prepayment From the ...
Managing Laybys
Retailer allows you to add, remove and replace items on an existing layby. To begin, 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 ...
Paying and Collecting a Layby
We have a video guide on paying and collecting laybys - ? Laybys - Settings, Creating, Paying and Collecting Paying a Customer Layby From the Retailer Point Of Sale screen there are several ways to commence a layby payment: Click on the Customer ...
How to Use Layby Prepayment on an Existing Layby
Layby prepayments can only be applied to new laybys. If a layby prepayment has been processed by mistake, you can follow the steps below to refund the layby prepayment and apply the value onto an existing layby instead. Create a new layby for the ...