Create House Account

1. Tap Show Commands on the Command Bar to open the Select Command … menu

2. Press House and Loyalty

3. Press New Customer

• The Edit House and Loyalty Customer pop up will display

4. Enter the Required information:

• First Name

• Last Name

• Email

• Phone (must be ten digits)

• Address information is optional

5. Press Accept

6. Press Add House Account

• The House Account Credit Limit pop up will display

7. Input the Credit Limit for this house account

8. Press Accept

9. The new House Account will display, showing:

• Customer details

• Account Number

• Credit Limit

• Available Credit

• Balance Due