Receiving an Account/Layby Payment

This screen allows you to receive payments against Account Sales or Laybys. You can receive part or full payment and split it across multiple payment types.

Navigate to:
POS Menu ➝ Operations ➝ Receive Account/Layby Payment

Fields and Controls

Field

Description

Account/Layby Number

Enter the account number and press Enter to retrieve the customer details. If new, press Enter with a blank field to add a new account.

Customer Name

Automatically filled once the account number is validated.

Phone Number

Displayed for customer reference.

Account Type

‘C’ for charge account, ‘L’ for layby.

Balance

Displays the current amount owing on the account.

Amount to Receive

Enter the total amount being paid by the customer.

Payment Type

Select the payment method (e.g., Cash, Eftpos, Credit Card, Voucher, etc).

Amount

Enter the amount for this payment method.

Split Payments

You can split the total amount being received across different payment types. For example:

Cash: $100

Eftpos: $200

Voucher: $50

These will be shown in the Amount Due list (middle grid).

You must ensure the sum of all entered payment lines equals the Amount to Receive before finalising the transaction.

Finalising the Payment

Once all payment types have been entered and the total matches the Amount to Receive, the payment will process.

A receipt will be printed, and the account balance updated accordingly.

Notes

If you overpay, the system will place the account in credit.

Partial payments are accepted – the remaining balance will carry forward.

Payments are logged against the account and visible in the customer’s transaction history.