Touch Invoice: Lay-by

Lay-by is a payment method where a customer pays a deposit to reserve an item for later purchase.

Setup inTouch Invoice Options

1.  Go to Invoice Options > Touch Invoice and select the touch invoice tab.

2.  Enter the minimum deposit percentage that you require.

3.  Select your printers for order tickets and receipts.

Creating a Lay-by Order

1.Add item(s) to the Touch Invoice.

2.Select Save. This action transfers the sale to a Sales Order, which is used for lay-bys and restaurant orders.

3.If enabled, the Order Prep Ticket will print.

4.The Saved as Order #xx form will open, giving two options:

•Receive Payment – enter the deposit amount.

•OK – continue without taking a payment.

The deposit amount will appear in Sales Order > Additional Info.

Under Customer Options > Print tab, you can configure receipts to print automatically.

If a customer pays more than required and needs change, enter the amount in the Cash Payment field. Leave it blank if no change is given.

Retrieving a Lay-By or Sales Order.

1.On the Touch Invoice screen, select Retrieve.

2.The Sales Order Lookup will open:

•For a lay-by payment: select the order and click Order Payment or any of the other options (see image below and above with explanations).

•For a restaurant order: double-click the order to reopen and add items.

The Order Payment button will open the Touch Sales Order Payment image (the image above this one).

Actions in Sales Order Retrieval

•Cancel - close without changes.

•Print Order – print the sales order.

•Order Payment – process a payment.

•Reverse Order Payment – undo a payment.

•OK – open the Sales Order in Touch Invoice.

•Sales Order Cancellation Penalty (Click the Order Cancel/Refund button (image above).)

Using this option if you want to cancel a sales order and charge the client a penalty fee for canceling. This option was introduced with the assumption that the customer has paid a deposit and that the penalty can be recovered from the deposit.

Setup:

Go to Ledger > Account Options > Account Defaults and select the Sales Order Cancellation Penalty GL account.

Enter either the penalty percentage or fixed amount (image below).

The penalty will be deducted from the deposit, and the Deposit Refund Due will be displayed.