When starting Swim, to enter opening layby balances into Swim just follow the steps below:
- Create a new layby under that customer's details.
- Enter the items that have been sold to the customer (stock item/s or non stock item/s).
- Enter a payment as the 'total' payments so far. Make the payment type 'Unknown'.
- The balance showing on the sale should then match the layby balance.
Example
- Kevin Smith has a layby for a wedding ring (sell price $500) and the balance is $200.
- Here, you would make the layby out to Kevin Smith.
- Enter the wedding ring as a 'non stock' for $500.
- Enter a payment for $300 paying by 'unknown'.
- The balance will then show $200.
