Process Lay By Payments

The Lay By Payment functionality in SapphireOne allows Clients to pay for items in installments. Lay By transactions are initiated using the Till Client Invoice item in the POS drop down menu. The initial Lay By transaction must also be posted before any payments are made by the customer. This guide will teach you how to manage progressive customer Lay By payments in SapphireOne. The steps are as follows:

1. Open SapphireOne and navigate to Inventory > Point of Sale > Process and select the Lay By Payment item. SapphireOne will next display the Select Till screen.
2. Select Till – Select the required Till and click the OK button
3. Payment Screen – Find the Customers Lay by transaction from the list of posted Lay by transactions.
   • Searching – There are a number of items at the bottom of the screen that assists the user to find the required transaction. Once the transaction has been found select it.
   • Entering Payment – Enter the payment amount into the required data entry field at the bottom of the screen.
4. Process Payment – Check that all is correct and click on the Process button to finalise the payment and create the Payment transaction.

For more detailed instructions, please refer to the Inventory > Point of Sale > Lay By Payment article.