Toniq layby allows you to collect a deposit (partial payment) from a customer for a sale, then continue to receive payments towards the outstanding layby account balance at later dates until the full layby payment is complete.

NO GST: Layby's which are incomplete are GST exempt, until the full sale value has been paid, or the layby is cancelled.

You might notice this when recalling the original layby transaction and see the tag NO GST next to the products, but the full sale value is shown. This is for reporting purposes and to adhere to local tax laws.

Please note: this is not an article about payments.

Setting Up Layby Options

Before you can charge a sale to Layby, the layby options must be configured first. This governs rules about fees, and you can place terms & conditions here which are printed out on the customer receipt for reference.

From main menu: 7. Administration, 1. Setup, 8. General options, F11 [Next page]

Acct. select key: this is the tender select key used at pos. This is required to activate layby as a payment method.

Expiry (days): This is the expected term or period you would like layby's to be paid within. Laybys can exceed the expiry period, and cancellation fee's or closing forgotten layby's are up to the store owners discretion. It helps if your terms are well defined.

Deposit $ / %: Both values can be filled in and the highest amount will be used when prompted. E.g. if 10% is lower than the example of $15, the deposit will be $15. If 10% is higher than the example $15 amount, then the % value will be used instead. This is the deposit amount required for the layby to be started.

Cancel fee $ / %: Similar to the deposit amount, the higher of the 2 values will be used as a default.
See Cancelling A Layby for more information.

Layby receipt note: This is where you should enter the layby terms and any relevant information.
e.g. "Layby is valid for 90 days, purchased goods will be held at the pharmacy until full payment received, a 5% cancellation fee will be charged if layby terminated."

Note: This is a message displayed for staff when using the layby tender. e.g. "Do not give goods to customer with layby purchase. Pack items into a bag, staple copy of invoice to bag and place in storage shelf out back."

F12 [Accept Details] to save and complete your changes

Creating a Customer Layby Sale

  • Start a new POS sale
  • Add items to sale customer wishes to purchase on layby
  • Add the customer to the sale, F5 [Client], search and add/select
    NB: It is important to gather contact details for the customer (eg, mobile, address, email) and proof of identity such as Drivers Licence.
  • Continue to tender and choose the now available "Create and charge to layby account" option

  • A prompt will appear showing the first item in the sale, along with customer details and the amount being paid. You can edit the deposit if desired, or switch between value and percent options.

  • Once the Deposit amount is entered, press F12 [Accept Details] to create the layby.

  • Choose the payment method for the deposit amount
  • Complete sale as normal

The receipt will print out with the layby breakdown, and the terms as entered in general options.

If you have "Show Cust Name on receipt" set within workstation receipt options, then the customer details will also be printed on the receipt.