Layaway Overview in Harbortouch Retail

Description: The Layaway functionality in the HT-Retail POS system allows a customer to place an order and make small payments over time - rather than in one lump sum. Review the steps to use the Layaway functions below. To be able to use the Layaway function, you must have customers set up in your system.

• Placing an Order on Layaway
• Payment on a Layaway Order
• Pay the Remaining Balance on a Layaway Order

For additional information regarding setting up customers, see Customer Database.

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Placing an Order on Layaway

To place an order on layaway, start by adding items to a ticket and assigning a customer to the order (required). Once all items have been added to the ticket:

1. Select the green Payment button in the lower right corner.
2. Enter the down payment amount that the customer will be paying at this time next to the desired tender type (i.e., Cash).
3. Change the "Transaction Type" to Layaway using the drop-down menu.
   • This will be set to “Invoice” by default.
4. Press Complete Transaction to commit the down payment and save the order for future payment.

Payment on a Layaway Order

Important: These steps are for making partial payments on a layaway order ONLY. If you are looking to pay it in full, visit the Pay the Remaining Balance on a Layaway Order section of this article.

To begin, assign the desired customer to the transaction. Then press [F3] Recall Trns. Assigning a customer prior to recalling transactions forces the display of transactions only for the customer assigned.

All layaway orders will be green. Select the transaction you want to pay and press Receive Payment.

From the Process Payment screen, enter the amount the customer would like to pay on the layaway order and complete the transaction as normal. The payment will then be removed from the outstanding amount on the order.

Pay Remaining Balance on a Layaway Order

To begin, assign the desired customer to the transaction in the POS window. Then press [F3] Recall Trns. Assigning a customer prior to recalling transactions forces the display of transactions only for the customer assigned. All layaway orders will be green. Select the transaction you want to pay and press Receive Payment.

In the popup screen that appears, check the box next to QTY to Change at the far left of the order line item. Check the Convert to Invoice and Finalize Layaway options at the bottom of the screen, then press Make Changes.

You will be automatically redirected to the main POS screen, with the layaway payment as a line item on the transaction. From here, select Payment in the lower right to process the transaction as normal.