Envibe: How to create a Payment Schedule for POS

Envibe: How to create a Payment Schedule for POS

Question

How do I create a Payment Schedule for customers?


Answer

Sales may be paid upfront or over time with a Payment Schedule. The Payment Schedule can have predefined durations, deposit percentages, and Terms and Conditions. Once configured, a Layby button will be visible from the Point-of-Sale module. 

To create a Payment Schedule:

1. Launch DATA MANAGEMENT.

2. Search and Select Payment Schedules. 

3. Add new Payment Schedule.

4. Enter a Schedule Name. e.g. Layby.

5. Enter the Duration. e.g. 1 week.

6. Enter the Deposit Percentage. e.g. 15%.

7. Enter in the Terms and Conditions field the applicable Terms & Conditions 

A screenshot of a computer Description automatically generated

8. Click SAVE



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