Layaways (or lay-bys) let you set aside in-stock items for customers to pick up later, giving more flexibility to you and your customers. If you need to reserve items that need to be ordered or transferred from another location, use a special order.

To access layaway features on iPad, navigate to the Manager tab from the Profile page and follow the steps below.

Creating a layaway

You must have an open sale to put items on layaway.

1. Navigate to Sales > Layaway.

   

2. Add a customer to the sale.
3. Add items to the sale.
4. Click Payment and complete the sale.
5. If you need to add a deposit:
   1. Click Deposit.
   2. Add an amount to the Deposit amount field.
   3. Click Next and complete the sale.
6. Click Finish Sale.

Layaways can also be created through the Lightspeed Retail API.

Putting items from a sale on layaway

If you've added items to a sale already and want to put them on layaway, from the Sales page:

1. Click an item description.
2. In the Move To dropdown, select Layaway.

   

3. Click Save.
4. Click Payment and complete the sale.

You can also click Layaway All to move all items in a sale to a layaway.

Adding payments or deposits to a layaway after it’s created

You can find a customer's layaways by barcode or customer name. If the customer has a receipt or an account deposit receipt, click the Item field and scan the barcode to find the layaway.

To manually add payments or deposits to a layaway:

1. Navigate to Sales > New Sale.
2. Add the customer to the sale.
3. Click the Layaway tab.
4. Click Complete beside a layaway item to move it to the sale. You can also click Complete All to move all of a customer’s layaways to the sale.
5. Click Payment and complete the sale.

To add a deposit:

1. Click Deposit.
2. Add an amount to the Deposit amount field.
3. Click Next and complete the sale.

Managing layaway items

To view a customer’s layaways:

1. Navigate to Customers > Customers.
2. Select the customer.
3. Click Layaways. This will bring you to an overview of the customer’s layaway purchases.

   

4. Click the Checkout icon to move the item to the Layaway tab on the Sales screen.

   

You can delete a layaway item once it’s been moved to the Sales screen by clicking the trash icon (Delete) beside the item.

You can also check to see if inventory is on layaway:

1. Navigate to Inventory > Items.
2. Find the item and click it.
3. Click Layaways.
4. Click the Checkout icon to move the item to the Sales screen.

Completing a layaway

When your customer comes to pick up their layaway:

1. Navigate to Sales > Layaway.

   

2. Choose a customer.
3. Click Complete beside the item to move it to the sale. You can also click Complete All to move all of a customer’s layaways to the sale at once.

   

4. Click Payment and complete the sale. 
5. If you need to add a deposit:
   1. Click Deposit.
   2. Add an amount to the Deposit amount field.
6. Click Next and complete the sale.

What's next?