Archiving

Layaways are archived automatically once they are finished. There is no manual archive button -- the app handles it for you.

When Does a Layaway Get Archived?

It depends on whether the layaway has a linked Shopify order.

Without a Linked Order

The layaway is archived as soon as it reaches a terminal status:

  • Completed
  • Expired
  • Canceled
  • Restocked

With a Linked Order

The layaway mirrors the archived status of the linked Shopify order. The layaway is archived when the order is archived, and stays unarchived as long as the order is active.

This means even if the layaway itself is in a terminal status (Expired, Canceled), it stays visible in your default list until the order is fully resolved and archived in Shopify.

"Needs Attention" — Terminal Status + Active Order

A layaway that has reached a terminal status (Expired, Canceled) but still has an active (unarchived) order is considered a layaway that "Needs Attention". This is the key scenario:

  • The layaway is done (expired or canceled)
  • But the Shopify order is still open — it may have partial payments, unfulfilled items, or pending refunds
  • Someone needs to take action on the order: cancel it, issue a refund, or otherwise resolve it
  • Once the order is archived in Shopify, the layaway archives automatically and leaves the "Needs Attention" list

These layaways appear in the "Needs Attention" section on the Dashboard and stay in the default (non-archived) list view until the order is resolved.

How Archiving Affects Your View

Archived layaways are displayed differently depending on where you are looking:

Where Default Behavior
Admin dashboard (web) Archived layaways are visible but shown with a gray background, similar to how Shopify's orders page displays closed orders. You can use filters to show only active or only archived layaways.
POS (Layaway Orders tile) Archived layaways are filtered out by default and only layaways from the current location are shown. You can change the filter to include archived ones if needed.

[Image placeholder] Admin list view showing archived layaways with gray background

[Image placeholder] POS layaway list with archive filter

This keeps your day-to-day view focused on layaways that still need attention, while letting you look up old layaways whenever you need to.

Finding Archived Layaways

To view archived layaways:

  1. Go to the list view in the admin dashboard
  2. Open the advanced filters
  3. Toggle the Archived filter to include archived records
  4. Use search or other filters to narrow down what you are looking for

Tips

  • You do not need to worry about archiving -- it is fully automatic.
  • Archived layaways are never deleted. They are always available if you need to reference them.
  • If a layaway is not archiving when you expect, check whether it has a linked order that is still open in Shopify.