How to enter opening lay-by / lay-away balances

When starting Swim, to enter opening layby balances into Swim just follow the steps below:

1. Create a new layby under that customer's details.
2. Enter the items that have been sold to the customer (stock item/s or non stock item/s).
3. Enter a payment as the 'total' payments so far. Make the payment type 'Unknown'.
4. 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.