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Layaway

Layaway allows customers to reserve products and pay for them over time with a down payment and scheduled follow-up payments.

Creating a Layaway​

  1. Go to Layaway.
  2. Click "Create Layaway".
  3. Fill in the details:
    • Customer: Select an existing member or create one.
    • Items: Add the products being placed on layaway. The product search matches by name, SKU/item number, or UPC/barcode. If the product isn't in inventory yet, use the + button next to the product field to add a new item on the spot (name, category, UPC, cost, and price — SKU/barcode auto-generate if left blank).
    • Down Payment: Collect an initial payment to secure the items.

Each item's price is calculated automatically based on the product record.

Payments​

  • The system tracks total amount, amount paid, balance due, and percentage paid.
  • Additional payments can be recorded as the customer returns to pay down their balance.

Status Workflow​

StatusMeaning
ActiveLayaway is open and payments are being collected
CompletedFull balance has been paid
CancelledLayaway was cancelled before completion
DefaultedCustomer stopped making payments

Layaway List​

The list view shows:

  • Layaway ID
  • Customer name
  • Total amount
  • Amount paid
  • Balance due
  • Percentage paid
  • Current status
  • Created date

Tips​

  • Collect a reasonable down payment to reduce the risk of defaults.
  • Review active layaways regularly to follow up on outstanding balances.
  • Item-level discounts can be applied when creating the layaway.