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Creating Layaways

Layaways let you reserve an item while the customer pays over time. This guide shows how to create one step by step.

Follow the steps below to create a new Layaway from the Layaways tab:

1. In the App Navigation Menu, open the Layaways tab and click New.

2. Choose the Customer and a Due Date.

3. Fill in all the other details and click Save.

4. The Layaway is now successfully created!

5. Click Add Item to include the product the customer wants to reserve.

6. Select the Item and click Add.

7. Check if the information is correct. Edit or add additional information if required, then proceed by clicking Save.

8. Click Add to POS (1), enter the initial deposit made by a customer (2) and click Save.

9. Add the Payment and click Finish.

10. Once the payment is recorded, the layaway will show the remaining Balance and Paid Amount.

11. To Finish the Layaway, the customer must pay the full remaining amount. Click Add to POS to complete the payment.

12. Add the Payment and click Finish. If the Order is fulfilled, mark the checkbox near the Order Number and the Layaway Order will be finalized.

Leave the checkbox empty if the customer hasn't picked up the order.

13. If the checkbox was left unchecked, you can complete the Layaway Order later by clicking Finalize in the top right corner.

14. Now the Layaway is fully paid, finalized, and marked as Closed.

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