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What is a layby order and how do I create one?


A layby order is a method of purchasing goods which allows the customer to pay in installments, receiving the goods only after it's fully paid off.

To create a layby order:

  1. Go to Sales, then select Sales orders.
  2. Create a new sales order (click +New order).
  3. Click More (dropdown list) and select Prepay order.
  4. Set the user status to Layby (or add a Layby user status by clicking the pencil icon✏️).
  5. A prompt will pop up, allowing you to print or view the invoice. The next time you open this order, a new print option (Print layby order) will be available in the Print dropdown list.
  6. Once the order is fully paid off, the order's user status will automatically change from Layby to Paid.
📝Note: printing the layby order shows both the amount paid and the outstanding balance.

If you have any questions, ask us by creating a help desk ticket.