Layaway and Holds with the PayGo system

We know that you want to make shopping as easy for your customers as possible, and that’s why PayGo has made it easy for you to place their items on hold or layaway. With just a few clicks, you can get your customers set up to shop and pay at your store, on a time and budget that works for you both.

NOTE: For convenience, your PayGo system refers to both held transactions and layaways as Holds.

On my Menu Screen, I see a button for Open Sales & Orders, and one for Sales on Hold. What’s the difference between the two?

Good question! We’ll start with Open Sales & Orders.

Let’s say that you have two customers in line at your register. Customer A is in the middle of a transaction, and they decide they would like to do some more shopping. While they’re shopping, Customer B still needs to pay for their items. Instead of cancelling out the Customer A’s transaction, you can simply click the Close button on your Sales Screen. This action will turn Customer A’s transaction into an open (meaning, not yet finalized) sale. With that transaction out of the way, you can now ring up Customer B’s items without having to lose anything on Customer A’s invoice. And when Customer A is ready to resume checkout, you can access their transaction by clicking the Open Sales & Orders button on your Main Menu, or by clicking on the Open Sales button at the top of your Sales Screen, and selecting Customer A’s transaction.
Sales on Hold, on the other hand, is a more long-term option for holds and layaway transactions. This action will take the items in the transaction out of your inventory list, allowing you to keep your inventory counts accurate while the customer is making payments.

To put a sale on hold, you will need to have the customer entered in your PayGo system (see the article Using PayGo’s Customer Entry (CRM) for more information on adding customers). While in your Sales Screen, select the customer, and then add their items as you would with any regular transaction. At any time during this transaction, you are able to place the transaction on hold by clicking the Hold button at the top of your Sales Screen. The words “OnHold” will appear at the top of the screen. To finish the transaction, you can click the Close button to exit the Sales Screen. To access held items, click the Sales On Hold button on your Menu Screen. This will take you to the Sales List screen, where you can click on any transaction to bring it back to the Sales Screen. From there, you can either complete or make payments on the transaction.

How do I post a payment on a sale on hold?

To post a payment to a sale on hold, you can either click the Sales On Hold button on your Menu Screen, or click the Open Sales button at the top of your Sales Screen. This will take you to the Sales List screen, where you will select the transaction you want to add the payment to.

TIP: To make searching for the transaction easier, you can click on Invoice Number, which will sort the list numerically, or Customer Name, which will sort the list alphabetically, at the top of the transaction list. Click on the transaction, and that will bring you to your Sales Screen.

In the Sales Screen, enter the payment as you would on any other transaction, and click either the Post No Print or Post & Print buttons. You will see a pop-up message that reads, “The amount received does not equal the amount due. The invoice cannot be posted.” Click the Put on Hold button, which will take you to a second pup-up message that reads, “Do you want to post the open payments on this invoice?” Click Yes. The payment will now post to the held transaction. From there, you can exit out of the Sales Screen.

How do I unhold a transaction?

To unhold an item, simply select the transaction from the Sales List screen. This will bring up the transaction on your Sales Screen. At the top of the screen, click the Unhold button. This will take the transaction off hold, turning it back into a regular sale.

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