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Creating and managing layaways ​

For
Cashier
Where
Web register
Permission
Sell at the register
Checked on

A layaway sets items aside in a customer's name; they come back to pay for them and pick them up. It has no deadline: it stays open until it is paid or cancelled. This guide goes from creating one to picking it up, then to cancelling it.

Before you start ​

  • Your role must allow selling (permission Sell at the register).
  • The register must be open: a layaway's money goes through the open session.
  • The customer must be on the sale, with their record: the layaway is in their name.

A layaway needs the server and stays at its original store: it is created, paid and picked up at the same store. The items leave the available stock as soon as it is created; cancelling puts them back.

Creating a layaway ​

To put items on layaway:

  1. Open Sell > Sell, put the items in the cart and add the customer to the sale (Making a sale).

  2. Click Pay, then Layaway.

    The Pay screen with the customer on the sale, the Layaway tile outlined

The screen shows Layaway, with the Balance due at pickup. No deposit is required; to take one, see "Taking a deposit".

  1. Click Finish without receipt, or Finish and print to give the customer the receipt.

    The customer card and the buttons of the Layaway screen, Finish without receipt outlined

A gift card, a promo code, loyalty points and a sale note do not carry over to a layaway: remove them from the cart first. A tax-exempt sale cannot be put on layaway: it is paid right away.

Finding and resuming a layaway ​

To pick up a layaway:

  1. Open Sell > Sales history.

  2. In Status, choose Layaways in progress, then click Search.

    The Status filter set to Layaways in progress, outlined

  3. Click the layaway's receipt number. Its items, its balance and its buttons open. Click Resume layaway.

    The layaway's buttons, Resume layaway outlined

The layaway comes back into the sale, with the Already paid and Balance due amounts.

  1. Click Pay.

    The resumed layaway: $41.66 balance due, the Pay button outlined

  2. Click Cash, type the amount the customer hands over, then press Enter.

    The layaway's Pay screen, the Cash tile outlined

The screen shows the Change due. Click Finish and print or Finish without receipt. The layaway becomes Layaway completed: hand the items over to the customer.

The change due, $8.35, and the buttons to finish

Cancelling a layaway ​

Cancelling refunds the deposit in full, with no fee, to each original payment method. To cancel:

  1. Find the layaway as above, then click Cancel layaway.

  2. Type the reason in Cancellation reason (required).

  3. Hand over the cash shown, if any, then click Confirm cancellation and refund.

    The cancellation screen: reason typed, the Confirm cancellation and refund button outlined

The screen shows Layaway cancelled: the refunds are recorded to the original method, and the items go back into stock.

The Layaway cancelled message

Confirm the cancellation only after handing the customer the cash shown. A refund that has been paid out cannot be taken back.

Troubleshooting ​

The Layaway tile is grey ​

Read the message under the tile: "Choose the customer first" (add the customer to the sale), "A payment has already been started" (cancel it first) or "Tax-exempt sale".

"This layaway is not in this store" ​

Resume it at the store where it was created.

See also ​