Knowledgebase: Point of Sale
Making a Lay-by Payment
Posted by Megan Solemate, Last modified by Tim Solemate on 04 October 2019 11:09 AM

A Lay-by is a means of allowing a customer to partially pay for a product and finalise the purchase later. No goods leave the store, in fact depending on the law in your state; the good may need to be put in a separate location for holding.

Performing the initial Lay-by
1. Scan the items to be sold and press ENTER or select the forward button.
2. Select the Lay-by icon at the payment options screen with the mouse and left-click.

3. SoleMate automatically allocates each Lay-by a number.
4. Complete the customer details, moving up and down between fields using the TAB button. All details must be completed before you can proceed then press O.K. The client's name will now appear at the bottom of the screen.
(If the customer has had a previous lay by or in the customer club you can bring up these details by selecting the search button)
5. Enter the amount of deposit being left by the customer and press the function key for the method of payment e.g. enters $50 then select cash. Press ENTER when complete.
6. You will be prompted to process the transaction, press to process the Sale or X to make further changes.
7. Two dockets will be printed; one for the customer to read and sign (keep this copy as then the customer is aware of the conditions) and attach the other to the goods put aside on Lay-by.

Adding payments to, and finalising an existing Lay-by
1. Enter your Staff code and press ENTER.
2. Select the Lay-by payment button.

3. To bring up the details of the Lay-by,
• Press SEARCH, which brings up a listing of outstanding Lay-bys by name and numbers.
• Enter customer surname and in the SEARCH field
• The lay by will be displayed and highlighted. Use the mouse to double left-click the lay by to show the details.
• Move up and down this list using the mouse and left-click twice.

• Press OK when you have highlighted the correct Lay-by account.

4. The Lay-by Payment screen entry shows you details for the selected Lay-by.
5. To confirm that this is the correct Lay-by, press ENTER.
6. At the New Lay-by Payment entry screen, enter payment details. This can be a part payment on the Lay-by, or the total outstanding balance can be paid off. Enter the amount being paid followed by the function key representing the payment method as for any other sale.
7. If the payment is only a part payment of the total amount owing, press ENTER to continue to the next screen.
8. Press the tick to process the payment or X to make further changes

Canceling an existing Lay-by
1. Enter your Staff code and press ENTER.
2. Select the Lay-by payment button.
3. To bring up the details of the Lay-by,
• Press SEARCH, which brings up a listing of outstanding Lay-bys by name and numbers.
• Enter customer surname and in the SEARCH field
• The lay by will be displayed and highlighted. Use the mouse to double left-click the lay by to show the details.
• Move up and down this list using the mouse and left-click twice.
• Press OK when you have highlighted the correct Lay-by account.
4. The Lay-by Payment screen entry shows you details for the selected Lay-by.
5. To confirm that this is the correct Lay-by, press ENTER.
6. The Lay-by Payment screen entry shows you details for the selected Lay-by
The customer's name appears at the bottom of the screen
To Cancel.
7. Using the mouse select the Cancel lay by box at the bottom of the screen and left-click.
8. The system will ask – This will cancel the Lay-by. Are you sure?
Press the tick to cancel the Lay-by or X to make further changes
9. The system will then ask for the refund amount (usually the deposit)
10. Enter the refund amount and select the refund type (cash/credit note) and press ENTER.

To find a canceled lay by
1. The search function will only show the current outstanding laybys.
2. To find all laybys (outstanding and completed/canceled select ALL LAYBYS button on the bottom of the screen).