On Account and Layby Sales


On Account Sales occur when the payment is not always collected at the time of the sale, but the customer can still take the goods with them on the day. For Layby Sales, the goods are reserved for the customer but they cannot be taken away until they are fully paid off. 


The sale is recorded against the customer's account (usually their name or business name). The customer is then able to come back at a later date to pay it off in full, or in installments over time.

An On-Account Sale can be tracked through sale reports. If a customer has an outstanding balance this will be shown against their name in POS.

Customers can make partial/installment payments on the sale on the day of creation if they wish.


To make a partial/installment payment on a sale:

  1. Before hitting pay, amend the amount they are paying
  2. Select the payment type e.g. cash/credit card
  3. You will then see a remaining balance left. Press On Account so that remaining balance will be put on their account.


When the customer wants make a payment on the sale:

  1. Go to your Sales History
  2. Find the Sale by searching for the customer’s name or receipt number.


When making a Layby Sale, the sale will not be shown in Sale Reports until payment has been received. Therefore, any reporting for Layby Sales will only become available when the items have been paid off.