Printed from https://zeropos.shop/help/layaway
Layaway: hold items while a customer pays over time
Hold goods for a customer who pays over time: a deposit today, more payments later, each item handed over once enough is paid. The last payment makes it a normal sale.
Owners can change what each role may do.
A layaway is one sale paid for in parts. It starts at the till with a deposit, lives under BACKOFFICE › Layaway while it is open, and becomes a normal invoice when the last payment is taken.
When to use it
When the customer pays in parts and collects later. Taking back a finished sale is a different job: Refund a sale.
Before you start
- A named customer: the till won't start a layaway without one (Find a customer).
- A deposit above zero, and no more than the ticket total.
- Gift cards can't pay any part of a layaway.
Steps
Start it at the till
- Step 1
On New Sale, build the cart and add the customer.
- Step 2
Select Layaway sale under the totals. The button changes to Start layaway.
- Step 3
Select a payment method and type the deposit the customer pays today.
- The totals show Paid now and Balance due.
- Step 4
Tap Start layaway and print the Layaway receipt.
- Nothing leaves the shop yet: the goods stay in stock.
Take a payment
- Step 5
Open BACKOFFICE › Layaway and tap Collect payment on the customer's row.
- Any seller can take it, whoever started the layaway and at any shop in the region.
- Step 6
Choose the Method, then type the amount.
- Step 7
Tap Collect instalment.
- Paid so far and Balance due update straight away.
Hand items over
- Step 8
On the layaway's page, find the item under Products — hand over when paid enough.
- Step 9
Tap Hand over +1 for each unit the customer takes today.
- It works once payments cover the item's minimum price. Handover budget shows how much can leave.
- Step 10
Give the customer the item; its line now counts it as handed over.
Give the customer a copy
- Step 11
Open BACKOFFICE › Layaway and tap Collect payment on the customer's row.
- Step 12
Under Layaway receipt, tap Print receipt (80mm), Print to thermal printer with an Epson, or Print at … with a cloud bridge.
- The receipt shows Paid so far and Balance due.
- Step 13
To email it, check the address under Email receipt to and tap Send receipt.
- The emailed copy shows Paid so far and Balance due too.
Finish
- Step 14
For the last payment, choose the Method and tap Pay full balance (…).
- Step 15
The layaway completes itself: anything not yet handed over is handed over, and it becomes a normal invoice.
- Step 16
To end it without completing, an owner or manager taps Cancel layaway and confirms.
- It reverses every payment on the books and restocks anything already handed over.
- Give the customer back by hand what they paid in cash, by card or any other way. A layaway with any store credit paid towards it can't be cancelled: it is only ever finished, by taking the rest of the payments.
What happens next
- Stock: nothing leaves at the start. Each hand-over takes one unit off, and completing takes off the rest.
- Money: each payment counts in that day's close under the method used, and only what was paid (Close the day). The Payments report counts it on the same day.
- Sales: the whole layaway counts once, on the day it is completed, in Sales and the other sales figures (The Sales report: sales, refunds, VAT and margin).
- Commission: the sellers on the ticket earn on each payment, on the day it is taken.
- Customers who still owe on a layaway show up in Worth a call: who to phone this week.
Questions
A colleague started the layaway. Can I take the payment?
The customer wants to stop. What do I do?
Why can't I hand an item over?
Can the customer pay with a gift card?
If you see this…
On screen
A customer is required for layaway sales.
What to do
Pick or add the customer before you tap Start layaway.
On screen
Enter a deposit before starting the layaway.
What to do
Type a deposit above zero in the payment method's amount.
On screen
Deposit cannot exceed the ticket total.
What to do
Lower the deposit. If the customer is paying everything today, clear Layaway sale and sell it normally.
On screen
A layaway can't be paid with a gift card. Take the deposit another way.
What to do
Use another payment method for the deposit or the instalment.
On screen
Not enough has been paid to hand over that product yet (minimum price rule).
What to do
Take another payment, then hand the item over.
On screen
Amount exceeds the remaining balance.
What to do
Type no more than the Balance due, or tap Pay full balance (…).
Good to know
- Suggest half (…) fills in half of what is still due.
- Choose the Method before tapping Pay full balance (…): that button takes the payment at once.