Accepting a Deposit against a Lay-by

A deposit is an additional payment against a lay-by. This could be an interim instalment or a final payment. These payments cannot be allocated until after the goods are supplied and an invoice created and are therefore accumulated against the order number of the lay-by.

To accept a deposit against a lay-by:

1. In the Task Organizer, click Deposit or press F6.

2. A list of logged on staff members is displayed, select the staff member responsible for the sale and click Select.

3. The Deposit window is displayed. If the profile setting Initial Focus for POS is set to "Default", the Sales Order Search screen is launched automatically:

   

4. On the order search screen, double- click on the lay-by you want to supply. The Deposit window is displayed:

   

   If the profile setting Initial Focus for POS is set to "Default", the order search screen is launched automatically. In the order field, enter the Lay-by number (as shown on the lay-by document that was printed when the lay-by was first made). The account number is completed automatically and the Lay-by balance information is displayed.

5. In the payment grid, select the payment type and enter the amount of the payment. Pressing the space bar in the amount field populates the field with the balance to pay.

6. If the amount tendered by the customer exceeds the amount they wish to pay (e.g. change is required), press CTRL+F1 or select To Pay from the More toolbar to enter the amount to be paid.

7. Click Save or press F12 to save the deposit. A message appears to confirm saving.

8. A message is displayed to check if you want to print the receipt.

A deposit is recorded against the selected sales order and is listed as an unallocated payment in the debtor transactions.

Final Deposit against a Lay-by

A final deposit is processed in the same way as an interim deposit payment.

After saving the deposit and optionally printing the deposit receipt, the lay-by is checked to see if it is fully paid. If so, the system will ask if you want to supply it.

This will fully process (supply and invoice) the lay-by order and print an invoice. The deposit has already been recorded at this point, so clicking Cancel only cancels the supply and invoice process.