Layaway Reports

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Layaway Reports

 

Note that in Shopkeeper, Layaways are almost completely unrelated to accounts receivable.

 

For a simpler layaway and special order report with ticket totals, total payment per ticket, balances and names choose Simple Layaway Reports from the Sales Reports Menu

 

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For more detailed layaway and special order reports choose Detailed Layaway Reports & Statements from the Sales Reports Menu. This report shows individual payments and the details of the Sku's on each sale and the customer name and address and phone number.

 
This option can also print statements suitable for mailing

 

 

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When you get to the print options dialog be sure to select the Statement layout not the Report layout. (though that's a handy printout as well)

 

 

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As well as being very different from A/R statements from a financial standpoint, the layaway statements are different in that they show all the details of each outstanding sale regardless of how long ago and how many payments.

 

The A/R statements show just the opening balance for the just-completed month and the new activity for the current month - like a Visa card statement.

 

 

 

Statement Address

 

Later versions of Jewelry Shopkeeper allow you to add an alternative address to certain customers that will print on the statements (both layaway-type and charge account-type) instead of the customer's primary address.

 

You can add that statement address on the Notes page of the customer profile screen.

 

Anywhere in the Notes box you can type the special statement address like this.

I.e. anywhere between the <StatementAddress> & </StatementAddress> parts you can add up to 4 lines of address.

These will print in addition to the store's original name. E.g. With this entry, the statement will show both

Reeds #117 and Reeds Headquarters. (But you add whatever lines you want.)

 

<StatementAddress>

Reeds Headquarters

999 Front Street

New York, NY 10001</StatementAddress>

 

 

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