How to Use Layaway Payments in the Retail POS

This article covers the steps to create a layaway sale and make layaway payments in the Point of Sale (POS) module. Layaway payments allow customers to reserve products by making a partial payment upfront and completing the remaining balance over time. This option is especially useful for high-value items, as it enables customers to make purchases they may not be able to pay for in full immediately. By using layaway, businesses can retain customer interest in larger purchases and foster loyalty, while customers appreciate the flexibility it provides.

You may refer to this video for a step-by-step guide on using layaway payments: https://www.youtube.com/watch?v=bWkeiTazZQc

Step 1: Access the POS Module

1. Open the Point of Sale module by taking these steps:

   • Open the left navigation menu.

   • Click on the Sale menu option.
     
      
     
     

Step 2: Start a Layaway Purchase

1. In the POS module, press the Layaway Purchase button.
   
    

2. Choose the customer:

   • For this example, we’ll select an existing customer with the name Lequirus.
     
      
     
     

Step 3: Select Products for the Layaway Sale

1. Choose the product(s) for the sale, such as a ring.
   
   

• The item will appear in the Cart as a Layaway Purchase with a Pick Up order status.
  
  
  
  

Step 4: Make an Initial Payment

1. Proceed to the Payment section.

   • Enter 25% of the item’s price as a down payment.

2. Choose a payment method (e.g., cash) for the initial payment.
   
    

3. Submit the sale and press View Sale to confirm that it was processed as a Layaway Purchase and see the amount paid.
   
    
   
   
   

Step 5: Make a Follow-up Layaway Payment

1. When the customer returns to make a payment, press the Layaway Order Payment button in the POS.
   
   

2. Select the customer who originally made the purchase. In this example, it would be the customer named Lequirus.
   
    

3. Choose the Open Sale from the list:
   
    
   
   

   • You will see the outstanding balance in the Balance column.

4. Enter the payment amount and add a description if desired.
   
    
   
   

Step 6: Complete the Payment

1. Once the payment details are correct, press OK to add the payment to the Cart.

2. Press the Checkout button and choose a payment method (e.g., cash).
   
   
   
   
    

3. Complete the sale to reduce the outstanding balance.

Step 7: Confirm the Updated Balance

1. To verify the remaining balance, check the sale’s available credit via the Special Order button.
   
     

2. Here you will see the details of the Sales Order and the remaining balance
   
    

Troubleshooting

For any issues encountered when you’re trying to use Layaway Payments in the POS, please contact Flawless POS support for assistance.