Entering Layaway Sales
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Adding Layaway Sales
To make a layaway sale start as usual by selecting a sale and a sale number, then at the top change Cash Sale to Layaway.
Be sure to not click the check box next to the type you want; that would make that type of sale the default sale type for new sales going forward.
Then add the Sku's and a partial payment and choose Receipt or No Receipt.
Later, to make a payment, type the name in the X-Tra Search and double click the open layaway sale to retrieve it. (or click "Edit")
You may want to change the receipt message for Layaways in Preferences from Maintenance Menu.
Note that layaway sales do not count as sales at all until the day they are paid up and picked up ("Finalized") on which day they are counted in full.
On the days which have payments, those payments will show on the payments spreadsheet report - but the official sales figures will not count until finalized.
On the Payment Spreadsheet report, the sale total will appear in [square brackets] for days where there are payments but when the sale is not finalized. These bracketed amounts don't count to the sale total.
When you view a sale onscreen, a "period" number of zero means it's not yet finalized.
Note that Special Order sales also count only on the day they are picked up. One of the differences is that layaway sales are automatically finalized when they are paid in full. Special order sales don't automatically finalize when paid in full; instead Shopkeeper asks you if they’re finalized. That's because Special orders can be paid in full ahead of time.
It's possible to run itemized sales reports based on the original date the sale was put in but those are more informational reports and shouldn’t
be used for official figures.