In Manager, you can create House Accounts to bill clients on an independent billing cycle via a third-party service. Charging a House Account will close the order on the register, but no payment is actually accepted at this time. You must bill the customer yourself such as through a bank transfer or collecting a check.
You can use the House Account Report to see total money owed by House Account. This article explains how to use a House Account in Manager.
- Create a House Account
- Location Settings: Payment Methods
- Location Settings: Signature Required Threshold
- Charge a House Account
- House Account Reporting
Create a House Account
To create a House Account,
1. Navigate to Configuration > Payment Configuration > House Accounts.
2. Click Create New.
3. Type the name of the House Account.
4. Click Save.
Location Settings: Payment Methods
Navigate to POS Manager > Locations. The House Account tender option will show up for any Location with Account checked.
Location Settings: Signature Required Threshold
1. Navigate to POS Manager > Locations.
2. Click the Location you want to edit.
3. Scroll to Payment Settings or Device Settings to adjust the Signature Required Threshold. The Signature Required Threshold may also be set as a venue-wide setting under General Settings.
When a Location is set to Accept Digital Signatures and Allow Tips, you may set a Signature Required Threshold so that only orders above that dollar amount require a signature. This helps to speed up lines.
For example, if your Signature Required Threshold is set to $500, only orders with totals above $500 prompt the guest to sign on the customer facing display.
- Note: The Signature Required Threshold impacts Credit payments and House Account payments.
Any order total below the threshold will not require a signature.
- Note: The Signature Required Threshold does not impact the blank tip and signature line when accepting printed signatures. Regardless of the threshold, printed receipts will always have a blank signature line and blank tip line (if allowing tips).
Charge a House Account
When charging a House Account the register will show this screen. To charge a House Account, tap the Account button and then choose an Account from the list.
Note: Charging a House Account only catalogs the transaction information in order to be referenced in your Reports. You will still need to process your payment retroactively using a third-party service.
Note: The guest cannot choose how much of the balance to close to the House Account. As soon as the account is tapped, the entire balance is closed to that account. If the guest needs to pay a portion with a credit card, then you must tap Split Credit and input the amount that will be paid with credit. Then, close the remaining balance due to the House Account.
Note: When you refund a House Account that included a tip, the tip does not get refunded.
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House Account Reporting
1. To see the charges to each House Account navigate to Reports > Sales.
2. Find the House Account Orders tab by using the top navigation arrows.
3. You can use Filters to help find the Account you are looking for.
4. Click an Order Number to see the order details page. Use this information to create a bill for the House Account.