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You asked...
How do I input pending layaways when converting a client from another system, without affecting sales and money taken in? These are layaways that were created in another system and need to be inputed with correct status.
ANSWER
1) Create the Layaway as you normally would to assign all inventory items.
2) Document that there has been a change of systems to include the old layaway number and the amounts and dates of previous payments.
Create a NOTE (CTRL-N) or if you are using the Invoice Style, use the Note field above the button bar.
3) Manually enter a Store Credit equal to the amount of previous payments.
---Highlight the customer in the Customer List,
---Choose AR Detail button
---Choose ADD
----- CREDIT
----- OPEN
----- SALES ID
----- TRANSACTION DATE (today)
----- AMOUNT (the total of previous payments)
----- TERMS
----- COMMENT (type "PRE-PAID ON LAYAWAY" or similar reference)
4) Edit the Layaway and choose ESC Menu and "Receive Payment" for the amount of store credit.
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