Updating a Layaway

Sometimes a customer changes their mind about an item, or you need to extend the hold period. You can update an existing layaway directly from POS.

Loading a Layaway on POS

To work with an existing layaway, open the Layaway Orders tile on POS and select the layaway. You will see two options:

Edit in Cart

Choose this when you need to change the items, quantities, expiration, customer, or notes on the layaway.

• Items are loaded into the POS cart
• Inventory stays reserved by the layaway
• You make your changes (including changing the customer on the cart if needed), then tap "Update Layaway" to save

Checkout

Choose this when the customer is ready to make a payment (deposit or installment).

• Layaway inventory is unreserved (moved from reserved back to available)
• Items are loaded into the POS cart for checkout
• After payment, a Shopify order is created and linked to the layaway
• The order's committed inventory takes over — Shopify now holds the items through the order instead of the layaway reservation

See Completing a Layaway for the full payment flow.

[Image placeholder] Layaways modal showing "Edit in Cart" and "Checkout" options

Tip: If you accidentally chose "Edit in Cart" but the customer wants to pay, that is fine. If you complete an order while inventory is still reserved by the layaway, the order linking process will automatically unreserve the layaway inventory and let the order's committed inventory take over.

Editing a Layaway (Edit in Cart)

1. Make Your Changes

You can update the following:

[Image placeholder] Update layaway summary screen

2. Confirm the Update

Tap "Update Layaway" to save. The app will:

• Update the layaway record with the new items and options
• Automatically adjust inventory reservations (new items get reserved, removed items get unreserved)

Inventory During Edits

When you change items on a layaway, the app handles inventory automatically:

• Added items: Reserved at your location (moved from available to reserved)
• Removed items: Unreserved at your location (moved from reserved back to available)
• Quantity changes: Inventory adjusted accordingly

You do not need to manually manage inventory -- the app takes care of it.

Once an Order Is Linked

After a Shopify order is linked to the layaway (via "Checkout" or "Collect Deposit"), the Shopify order becomes the source of truth. At that point:

• "Edit in Cart" and "Checkout" are no longer available on the layaway — the POS cart loading options disappear
• All changes to items, discounts, refunds, and returns are done on the Shopify order directly (in Shopify Admin or Shopify POS)
• The layaway automatically syncs payment amounts, fulfillment status, and price changes from the order
• The layaway continues to track the expiration date (still editable) and provides an easy way to find and monitor the order

To collect further payments, use the "View Order" button on the layaway (on POS or admin dashboard) to jump to the Shopify order, then tap "Capture Payment". You can also find the linked order by searching the layaway name in Shopify's order search — the app tags orders with the layaway name.

In short: before an order is linked, you manage the layaway. After an order is linked, you manage the Shopify order — the layaway keeps track of everything.

Updating from the Admin Dashboard

You can also update certain fields from the web admin:

• Expiration date: Editable on the detail page for any layaway that is not archived (even after an order is linked)

Tips

• If you extend the expiration date, the "expiring soon" notification resets and will be sent again based on the new date.
• Updating items does not change the layaway status -- it stays at whatever status it was in.
• If a customer wants to pay, use Checkout instead of Edit in Cart — it properly transitions the inventory from layaway reservation to order commitment.