Layaway Master

Layaway #

Unique layaway number, auto-generated when the layaway is created. Read-only.

Customer

The customer for this layaway. The customer must have Can Layaway? enabled (see Customer Master). Read-only after creation — set from the originating sales order.

Layaway Plan

The Layaway Plan governing this layaway's terms. Selecting a plan calculates the deposit, fee, due date, and payment schedule. Changing the plan recalculates all derived values.

Store

The store holding the layaway merchandise. Read-only, set from the originating order.

Employee

The employee who created the layaway. Read-only.

Start Date

The date the layaway was created. Read-only.

Due Date

The final payment deadline, calculated as Start Date + Plan Duration. Extended when extensions are added. Read-only.

Status

Current layaway status. Read-only, updated automatically by the system:

Active — Layaway is in progress, payments being accepted.
Paid in Full — All payments received, customer can pick up merchandise.
Picked Up — Merchandise has been delivered/picked up by the customer.
Cancelled — Layaway was cancelled, refund processed (if applicable).
Expired — Layaway passed the due date without full payment.
Defaulted — Customer defaulted on the layaway agreement.

Note

Free-text note field (up to 60 characters) for internal comments about this layaway.

Layaway Order

The linked Sales Order number. Read-only. The sales order holds the actual merchandise line items.

Amounts

Financial summary of the layaway.

Payments

Payment history list.

Schedule

Amortization schedule.

Total Amount

The total merchandise value from the linked sales order. Read-only.

Deposit

The initial deposit amount, calculated from the plan's deposit rules. Read-only.

Setup Fee

The one-time setup fee from the plan. Read-only.

Total Paid

The cumulative amount paid to date, including deposits and all subsequent payments. Read-only, calculated from the layaway_change journal.

Interest Accrued

Total interest charged over the life of the layaway. Read-only.

Refund Amount

The amount refunded to the customer on cancellation. Zero for active or completed layaways. Read-only.

Balance Due

The remaining amount owed: Total Amount + Setup Fee + Interest − Total Paid. Read-only.

Extensions Used

The number of extensions applied to this layaway. Read-only.

Storage Location

The warehouse Location where the layaway merchandise is being stored. Editable — useful for tracking which shelf or area holds the reserved items.

Next Payment Due

The date the next payment is expected, derived from the payment schedule. Read-only.

Next Payment Amt

The expected next payment amount from the schedule. Read-only.

Last Payment

The date of the most recent payment received. Read-only.

Payments List

Lists all payments received for this layaway. Each row represents a payment transaction.

Date — The date the payment was received.
Amount — The payment amount.
Reference — The receipt number from the payment transaction.
Tender — The payment method (Cash, Visa, etc.).
Employee — The employee who processed the payment.

Double-click a payment row to open the corresponding Receipt for viewing.

Print

Prints a payment history report for this layaway.

Schedule List

Shows the amortization schedule for the layaway, breaking down each expected payment period.

# — Payment period number.
Due Date — The date this payment is due.
Payment — The total payment expected (principal + interest).
Interest — The interest portion of this payment (if the plan charges interest).
Principal — The principal portion of this payment.
Balance — The remaining balance after this payment.
Paid — The actual amount paid for this period.
Paid Date — The date the actual payment was received.
Status — Current status of this period (Pending, Paid, Overdue, etc.).

Print

Prints the amortization schedule.

Print Agreement

Prints a formal layaway agreement document using the layaway_agreement.xml report template. The layaway must have a plan selected and be saved before printing. The agreement includes customer details, merchandise list, payment terms, and schedule.

Add Extension

Extends the layaway's due date by the plan's extension days. Only visible when the layaway is Active and extensions are available. A confirmation dialog shows the extension details and fee (if applicable). The extension fee is recorded as a journal entry and added as a line item on the linked sales order.

Build Schedule

Generates or regenerates the amortization schedule based on the current plan terms. Saves the layaway first, then switches to the Schedule tab to display the result.

Cancel Layaway

Cancels the layaway and processes the customer refund. Only visible when the layaway is Active. The cancellation workflow:

1. Calculates the refund: Total Paid − Setup Fee − Cancel Fee − Interest Charged.
2. Creates a Card Adjustment to credit the customer's account (if refund > 0).
3. Records CANCELLATION and REFUND journal entries.
4. Voids the linked sales order.
5. Sets the layaway status to Cancelled.

View Order

Opens the linked Sales Order so you can review or edit the merchandise line items (subject to layaway locking rules).

Pay Now

Opens the Receipt Master pre-filled for a layaway payment from this customer. The payment is recorded against this layaway's deposit liability account.

Save

Saves the layaway record.

Delete

Deletes the layaway. Only allowed if no payments have been made.

Print

Prints the layaway details.

Inactive?

Status bar checkbox. When checked, the layaway is marked inactive and will not appear in default lists.