Start a Lay-By

Process a transaction under the customer account as usual, and at the payment screen select the lay-by payment method to start a lay-by for that customer. In the example above, we're also taking a $20 deposit via eftpos.

1. Enter the customer account screen, and select the relevant customer account

2. Press start sale, and then input items into the transaction as usual.

3. Proceed to the payment screen

4. If required, enter how much deposit the customer is paying upfront

5. Double click on the lay-by payment method to transfer the outstanding amount on lay-by

6. Press enter to finalize the sale

Make a Payment Towards a Lay-By

1. Select the relevant customer account, and then press the transactions tab

2. Press the pay button

The following page will list all of the transactions that the customer has, that are currently outstanding. Select the lay-by transaction that the customer wants to pay for, and then press the pay button:

Pay All Trans
This button is used for cumulative payments.

For example, if the customer has three outstanding transactions:

• $5 for fish and chips
• $10 for a large combo
• $10 for two milkshakes

If we use the Pay All Trans button and take a payment for $20, this will mean:

• The $5 fish and chips transaction is paid off in full
• The $10 large combo transaction is paid off in full
• The remainder of the $20 the customer paid ($5) will go towards the two milkshakes, leaving another $5 to be paid off in the future

Refund a lay-by

Select the relevant customer account, and then go over into the transaction tab. Select which lay-by you'd like to refund, and then press the refund button. This button will take you to a page where you can process the transaction as usual.

Modify items in a lay-by
It is possible to modify the item(s) in a lay-by. To do this, select the relevant customer account, go over into the transactions tab, and select the lay-by transaction followed by pressing the exchange button.

The popup below makes it very simple to modify a lay-by while keeping the customer's full repayment history.

• To add an item to the transaction, press the 'add' button and search for the item you'd like to add.
• To delete an item, select the item and then press the 'delete' button
• To change an item, select the item and then press the 'change' button. Search for and then select the new item.

Once you're finished with modifying the transaction's content, press the 'update order' button to finalize the process.