How To: Making a Layaway Payment (ML)

Overview

This tutorial describes how to apply a payment to an order that a customer has placed on layaway.

Video

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

Scenario: A customer bought a piece of merchandise last week and wants to make a payment towards the purchase.

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  1. In the Type of Sale field, select ML–Apply Payment from the drop-down menu.

  1. Press Tab, Enter or click in a different field and the Order Number box appears.

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  1. In the Order Number field, enter the order that the layaway payment will be applied to.
    • To perform an order number search, click the Search button.

  1. In the Salesperson #1 field, accept or modify the salesperson processing this transaction. The entry from the ‘SalesPerson #1’ field in the Header Block appears by default.

  1. Click OK or press Enter to move to the Tender Entry window.

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  1. In the Tender Entry window, select the Payment Type from drop-down menu.

  1. Accept or modify the amount for the selected payment type.
    • For information on how to split a payment/refund between multiple payment types, please see the “Entering Payment Information.”

  1. Enter the required information for the payment type.

  1. Click Accept and the payment appears on the right side of the window.

  1. When you finish entering all payment information, click Done.

  1. Depending on how your Invoice Preferences (02-18-01, Field 8) are set up, one of the following now occurs:
    • The invoice is automatically printed
    • Invoice print is automatically skipped
    • You can choose to print or not print the invoice