Paying and Collecting a Layby

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 Payment button.
Press the [F11] key.
Press [Ctrl]+[C].
Scan the initial layby receipt.

From any one of those options:

Select the customer from the Find Customer Screen and click on OK.
Select the following depending on the how layby payments were initiated:

Click on Pay Laybys from the Pay Menu (Customer Payment button or [F11]).
Click on Pay Layby in the Layby Management screen ([Ctrl]+[C]).
Click Pay Layby in the Previous Sales screen (Scan layby receipt).

The Customer Layby Payment screen will open. If the customer has more than one layby, enter the respective amounts in the Payment Amount field for each layby. (You can enter different amounts against each layby).
Click on Pay Now and complete the sale.

Collecting a Customer Layby

Laybys must be fully paid to collect in full or have sufficient payments to collect individual items.

You can collect a layby using one of the following methods:

Fully pay the layby and the Layby Management screen will appear (depends on layby setup)
From the Point Of Sale screen, press [Ctrl]+[C] and select a customer to access the Layby Management screen
From the main screen of Retailer, click on Tasks -> Layby Management

In the Layby Management screen:

The details of the first layby for the selected customer will be shown. If the customer has multiple laybys, navigate to the required layby with the blue navigation arrow buttons at the bottom of the Layby Management window.
If the customer has fully paid for the layby, click Collect All. To collect specific items, select them and click Collect This Item.
Click on Save.

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