We have a video guide on configuring the layby settings - 🎬 Laybys - Settings, Creating, Paying and Collecting
There are numerous options and requirements you can set for your laybys, these options are explained below.
BEFORE YOU BEGIN: There are state-specific regulations covering laybys that should be considered. Your state's Consumer Affairs office will have advice on these regulations.Layby Options
From the main screen of Retailer, go to Setup -> System and click the Layby tab. From here you can change the following options:
- Minimum total layby amount - The sale total must be above this amount to be able to create it as a layby.
- Minimum deposit required for each layby - The minimum deposit, as a flat fee.
- Minimum deposit as a percentage of the layby amount - The minimum deposit, calculated as a percentage of the total layby.
- Charge for each layby - An optional one-off charge on creation of the layby, added to the layby total.
- Always require the larger deposit amount to be paid - The minimum deposit will always be whichever is larger of the two minimum fields above.
- Always add to existing Layby Prepayments for each customer - If unticked, multiple prepayments can be created for a customer. If ticked, prepayments are added together. Click HERE to learn about layby prepayments.
- Always add stock items to Layby Payment receipt - Receipts for layby payments will show all stock items on layby.
- Always add Terms and Conditions to Layby Payment receipt - Receipts for layby payments will print the terms and conditions entered below.
- Do not display the Layby Management Screen after Layby Payment - Prevents the Layby Management Screen from automatically appearing after a layby payment is made.
- This is a per terminal setting and is ticked by default. Open Setup -> System -> Layby and untick on each terminal you wish the screen to display on.
- Do not display the Layby Management Screen after Layby Creation - Prevents the Layby Management Screen from automatically appearing after a new layby is created.
- This is a per terminal setting and is ticked by default. Open Setup -> System -> Layby and untick on each terminal you wish the screen to display on.
- Maximum duration of Layby (in weeks) - Staff will be able to choose from these three options in the subtotal screen when creating a layby. It determines the due date for the layby that appears on the receipt. Tick one of the three options to set it as the default duration.
- Payment Scheduling - When a layby is created, a payment schedule is printed on the receipt showing how much should be paid by when, This schedule is calculated using the maximum duration of the layby and this setting, which determines how frequently payments should be made. Set this option to 0 to disable payment scheduling.
- Layby Cancellation Fee - Adds a one-time charge to the cancellation of a layby. This can be set to no charge, a flat fee, a percentage of the total value of the layby, or a percentage of the amount to be refunded upon cancellation. Click HERE for more information.
- Terms and Conditions - The text in this area will appear on the layby creation receipt. Terms and Conditions should be worded with consideration of your state's layby considerations. This area must be completed.
When you have finished changing these settings, hit Save.
To learn more about creating a layby, click HERE.