Settle House Account (Pay Balance)

Action

Display

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!

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