LayBy Payment

LayBy Payment Overview

A Sapphire Web Pack LayBy Payment is a list of both current or historical records for all exchanges and communications on LayBy Transaction basis that will fall under the heading of agreement between the vendor’s and clients for the exchange of services and inventory. This may take the form of various types of inventory that are covered under the 10 types of inventory within the SapphireOne application.

Within the Sapphire Web Pack POS LayBy Payment, which is accessible from the Web Pack LayBy Payment, will only show a current list of LayBy Payments. These LayBy Payments will show the Customer ID, the name of the customer, start date, the due date, reference, amount, owe and payment.

Web Pack-POS
Web Pack-POS-LayBy Payment
  • The selection of the POSCustomerDetails-Button Customer Details icon, located in the POS Point of Sale screen, is essential as a Customer or Client will have to be selected or created before any LayBy transactions are processed. This is essential so that SapphireOne is able to track customers who are using our LayBy functionality. Their LayBy Payments may then be tracked on a customer by customer basis.
  • When the POS Petty Process Payment Icon Start Payment icon, is selected Sapphire Web Pack will allow the transaction to be processed with an amount still owing on the Lay By transaction. If you have forgotten to Select an existing customer or create a new customer at a previous step, Sapphire Web Pack will remind you with this alert message and will not let you proceed further.
  • It will be stored in SapphireOne as a LayBy Client Invoice (LCI). Note the third item in the Transaction List below as it is an LCI. The mandatory client is ARCRES.

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.

They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.

This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can simply dictate the memo. Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account when the user is completing data entry using a General Ledger, there’s always a unique memo field for each General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver. 

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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