Layaways can be created, paid, administered, refunded, and canceled in either the POS view, or in the PAYD Pro Plus Mobile App.
To process layaways, the layaway tool must be "on" — Use Layaways set to Yes in the Configuration - Settings screen. The default setting is Yes.
To put sale items on layaway, the sale must have a customer assigned, and the customer's profile must include name, phone number and address information.
Layaways are either Pending or Completed. Pending layaways are those with a remaining balance. Completed layaways are those that have been paid in full.
You can configure a layaway period for your layaways through the Optional Layaway Period setting in the Configuration - Settings screen. This feature is optional and the default is set to 0 days. You can use this parameter to generate a Layaways report showing layaways that have expired but are still Pending.
You can refund a Pending layaway for a portion of the amount paid to-date. Refunding the full amount paid to-date is the same as cancelling the layaway.
You can process returns on Completed layaways as you would normally. As with a regular return, you can choose to refund or exchange the item(s) on the layaway.
You can cancel Pending layaways, at which point a refund is processed for the total amount paid to-date.
You can run the Layaways report to track all layaways in the system by Creation and Expiry Dates, Customer, and Balance Due.
A customer's sales history allows you to view the customer's sales processed on layaway and to track any layaways with an outstanding balance.
Inventory is updated at the time a layaway is initiated. In the case of a refund, return or cancellation, inventory is re-adjusted accordingly. Inventory tracks on-layaway amounts as well as in-stock amounts.
To process invoices, the invoice tool must be "on" — Use Invoices set to Yes in the Configuration - Settings screen. The default setting is Yes.
To process an invoice on a sale, the sale must have a customer assigned, and the customer's profile must include name, phone number and address information.
Invoices are either Pending or Completed. Pending invoices are those with a remaining balance. Completed invoices are those that have been paid in full.
An invoice's Balance Due Date is automatically set at the time of creation according to the Invoice Period configuration setting in the Configuration - Settings screen (the default is 1 day). An invoice's Balance Due Date can be changed later in addition to its Delivery Method, Delivery Date and Notes.
You can refund a Pending invoice for a portion of the amount paid to-date. Refunding the full amount paid to-date is the same as cancelling the invoice.
You can process returns on Completed invoices as you would normally. As with a regular return, you can choose to refund or exchange the item(s) on the invoice.
You can cancel Pending invoices, at which point a refund is processed for the total amount paid to-date.
You can run the Invoices report to track all invoices in the system by Creation, Delivery and Balance Due Dates, customer, Balance Due, product and Delivery Method.
A customer's sales history allows you to view the customer's sales paid by invoice and to track any invoices with an outstanding balance.
Inventory is updated at the time an invoice is created. In the case of a refund, return or cancellation, inventory is re-adjusted accordingly.
Configuring Other Merchant Settings
Assigning a Customer to a Sale
Transacting a Return: Quickview
Viewing/Updating Customer Details
Layaways Overview (Mobile)