Layby (Layaway) Sales in Vend


Latest update: - Mikey Jarvis

What are Layby (Layaway) Sales

A layby is a sale that allows you to take a deposit from a customer for a product, set that product aside, and let the customer pay it off at a later date.

Creating Layby (Layaway) Sales

Important:

  • Layby Sales have some restrictions if you are using the Xero integration. If you rely on product quantities posted to Xero via Register Closures, we do NOT recommend using laybys.
  • Once a sale is placed on layby it cannot be switched to on account, the same applies for on accounts to laybys.


To place a sale on layby:

  • Ensure the customer is added to the sale
  • Click 'pay.'
  • Type in deposit amount and choose the payment type
  • Click 'Layby' to put the remaining balance on a layby sale.
  • Issue the customer a receipt.

Retrieve a Layby (Layaway) sale

You can quickly retrieve a layby sale by searching for its receipt number. To do this:

1. Click Sales History from the side menu.

2.  Type the receipt number for the layby sale under the Receipt section and click Search

3. Locate your sale from the list of layby sales below and click the continue sale icon.

4. The sale will load, and you can then take payment by clicking the Pay button.

If the customer is paying off the sale entirely, you will need to give them the items in the layby and a final, updated receipt.

If the customer is not paying off the sale entirely, click the layby button to put the remaining balance back onto layby.


If you do not have the receipt number for the layby sale you're looking for, you can still locate the sale manually. To do this, follow the steps below:

1. Click Sales History from the side menu.

2.  In the Sales History screen, choose the Continue Sales tab along the top

3. Next, Select Layby from the Status dropdown and click the search button. This will filter your list of sales by layby only.

4. Locate your sale from the list of layby sales below and click the continue sale icon.

5. The sale will load, and you can then take payment by clicking the Pay button.

If the customer is paying off the sale entirely, you will need to give them the items in the layby and a final, updated receipt.

If the customer is not paying off the sale entirely, click the layby button to put the remaining balance back onto layby.

Cancel a Layby (Layaway) sale

Sometimes, a customer might need to cancel their layby sale.

To cancel the sale:

  • Retrieve the layby sale
  • Add each item to the sale again, but change the quantity to a negative amount to cancel out the original item. This also returns the item to your inventory in Vend.
  • Press 'pay'. You will be prompted to refund the customer the amount they paid.
  • This will close the sale. Don't forget to return the items to the shop floor to be sold again!

Dismiss the sale/start over

If you have accidentally continued the wrong layby or on account sale, you can use the Dismiss Sale button to exit. The sale won’t be deleted, and you can go back to it at any time.

How are laybys different to On Account sales

While not required in Vend, generally retailers will prefer that their customer deposits part of the sale total when processing a layby sale. The product is then normally put aside or reserved for the customer until the layby has been paid off in full.

This is different to an On Account sale, where the customer might come into your store, purchase a product(s) and be issued a sales invoice to be paid at a later date.

On Account sales will also generate a sales invoice in Xero, whereas layby payments will pass through to Xero in your daily register closure totals.


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