Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

Quick Links


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

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

  • Name

  • Phone Number

or

  • Email Address

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


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

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

7. Press the green Apply Payment button


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

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

6. Press the Settle Account button

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

8. Press the Process button

To learn about House Accounts Reporting, click here!

  • No labels