Layaways let you reserve an item for a customer while they pay over time. Once the Layaway is created, you can add the item, collect an initial deposit, track the remaining balance, and finalize the order when the customer completes payment.
Create the Layaway record
Open the Layaways tab.
Click New.
Select the Customer.
Select a Due Date.
Complete any other required fields, such as Primary Associate, Source, Date, Description, or Store.
Click Save.
Add an item to the Layaway
From the Layaway record, click Add Item.
Search for and select the item the customer wants to reserve.
Click Add.
Review the item details.
Make any needed edits.
Click Save.
Add the Layaway to POS and collect a deposit
Click Add to POS.
Enter the initial deposit amount.
Click Save.
In POS, add the customer’s payment.
Click Finish.
Complete the Layaway
When the customer is ready to pay the remaining balance, complete the Layaway through POS.
From the Layaway record, click Add to POS.
Add the remaining payment.
Click Finish.
If the customer has picked up the order, select the checkbox next to the Order Number in the fulfillment confirmation window.
Confirm the Fulfillment Date.
Click Finish.
If the customer has not picked up the order yet, leave the checkbox unselected. You can complete fulfillment later by clicking Finalize from the Layaway record.
Once the Layaway is fully paid and fulfilled, the Layaway will be marked as Closed.
