How to Use Layaway Payments in the Retail POS

This guide discusses the process of creating a layaway sale and making a layaway payment via the Point of Sale module, valuable functions for flexible and customer-friendly sale transactions.

To summarize, the process starts in the POS module with the 'Layaway Purchase' button. You first select a customer and then the products for the sale. The item added to the cart is marked as a 'Pick Up order' and identifies it as a 'Layaway Purchase'. The submission process then proceeds like a regular sale.

However, during the Payment section, for a Layaway Purchase, you can add an upfront payment (like 25% of the item's price) with the rest due upon pick up. After the sale, the 'View Sale' button confirms the layaway purchase and the upfront payment amount.

When the customer wants to pay off part of the remaining balance (like $1000 in the tutorial example), you can do so using 'Layaway Order Payment'. After selecting the customer and the Open Sale to credit, you provide the payment description and amount. After confirming the details and adding the payment to the cart, the Checkout button takes you to the Payment Section. The chosen payment method (like cash option in the example) can then be used to pay off part of the balance and conclude the sale. The Open Sale outstanding balance naturally decreases by the payment amount, which can be verified in the Sale Details as a Deposit Credit.

You can watch our step-by-step video tutorial on how to create layaway purchases and make layaway payments, enhancing your skills in managing flexible payment options for customer satisfaction.

Creating a Layaway Payment in the Sale Module