Quick Links
| Table of Contents |
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House Accounts in the FOH
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For a Job Position to be able to settle a house account, it must have the ability to do Paid In's enabled. To learn more about Job Positions, click here. |
House Account Search
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Action
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Display
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1. Tap the Show Commands button on the Command Bar
2. Select the House and Loyalty button in the Select Command… pop up window
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3. Use the Search bar field at the top of the screen to search for existing accounts by:
Name
Phone Number
or
Email Address
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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
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Create House Account
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Action
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Display
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1. Tap Show Commands on the Command Bar to open the Select Command … menu
2. Press House and Loyalty
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3. Press New Customer
The Edit House and Loyalty Customer pop up will display
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4. Enter the Required information:
First Name
Last Name
Email
Phone (must be ten digits)
Address information is optional
5. Press Accept
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6. Press Add House Account
The House Account Credit Limit pop up will display
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7. Input the Credit Limit for this house account
8. Press Accept
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9. The new House Account will display, showing:
Customer details
Account Number
Credit Limit
Available Credit
Balance Due
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Using a House Account for Payment
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Action
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Display
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1. Navigate to the Payment Screen from the order
2. Select the House Account payment type
3. Press the Find Account button
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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
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7. Press the green Apply Payment button
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Settle House Account (Pay Balance)
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Action
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Display
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Tap the Show Commands button on the Command Bar
Select the House and Loyalty button in the Select Command… pop up window
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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
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6. Press the Settle Account button
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7. Select the payment type, adjust the amount if necessary
8. Press the Process button
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Contents
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