How can I close old on account/layby/parked sales?

Setup

  • Vend for Mac or PC
  • Vend on iPad

Answer

Void the sales

  • If the customer will not be returning to complete the sale, you can void the sale. This will return the products on the sale to your inventory.

Voiding a Sale

For iPad users, follow all steps. For Mac or PC users, start from step 4.

  1. Tap the 3 horizontal lines at the top left corner of your screen
  2. Tap Dashboard
  3. Tap Menu
  4. Click/Tap Sales Ledger
  5. Use the filter options to isolate the sale
  6. Click/Tap Update
  7. Click/Tap the sale line so it expands
  8. Click/Tap Void

Apply payment manually

  • If the customer has already paid for the sale, you can apply payment manually in the sales ledger. 

Create a unique payment type for old on account sales

  • If the customer has already paid for the sale, but you want to be able to differentiate the sales from the your regular takings, you can create a seperate payment type for closing off old on account/layby/parked sales. 

Additional Information

Payments applied to a sale will appear in the register closure for the date they are actually applied to the sale. 

How to manually apply a payment to a sale

How to add a non-integrated payment type