Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Quick Links

Table of Contents

House Accounts in the FOH

House Account Search

Action

Display

1. Tap the Show Commands button on the Command Bar

2. Select the House and Loyalty button in the Select Command… pop up window

Image Added

3. Use the Search bar field at the top of the screen to search for existing accounts by:

  • Name

  • Phone Number

  • Email Address

Image Added

4. From the listed results, select the appropriate account

5. With the account selected, you can proceed to adjust the account details, or use it for an order payment

Image Added


Using a House Account for Payment

Action

Display

1. Navigate to the Payment Screen from the order

2. Select the House Account payment type

3. Press the Find Account button

Image Added

4. In the House Accounts Search screen, use the Search bar field at the top of the screen to search for existing accounts by:

  • Name

  • Phone Number

  • Email Address

5. Select the desired account

6. Press the Use Account for Payment button

Image Added

7. Press the green Apply Payment button

Image Added


Settle House Account (Pay Balance)

Action

Display

  1. Tap the Show Commands button on the Command Bar

  2. Select the House and Loyalty button in the Select Command… pop up window

Image Added

3. Use the Search bar field at the top of the screen to search for existing accounts by:

  • Name

  • Phone Number

  • Email Address

4. From the listed results, select the appropriate account

5. Press the Customer Details button

Image Added

6. Press the Settle Account button

Image Added

7. Select the payment type, adjust the amount if necessary

8. Press the Process button

Image Added