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House Accounts Overview

House Accounts let you place orders for customers who pay on a delayed schedule instead of at the time of sale. This is common for corporate accounts, hotel rooms, and recurring business customers.

How It Works​

  1. A customer is assigned a House Account client type.
  2. An order is created with that customer assigned.
  3. Items are added to the order as normal.
  4. Instead of charging the customer immediately, the order is suspended to the house account balance by clicking the House Account button.
  5. Later, the suspended order is opened and settled with an actual payment (cash, credit card, etc.).

Key Behaviors​

  • The House Account button only appears when the assigned customer has a "House Account" client type.
  • Only staff users with the houseAccountPayment authorization can use the House Account button.
  • The House Accounts List shows all pending house account orders, searchable by company or last name, with the current outstanding balance.
  • Multiple house account orders can be merged into a single order before settlement.

Where You'll See It​

LocationWhat You See
Orders screenHouse Account button to suspend orders
Orders screenHouse Accounts List — pending orders with balances
Payment panelHouse Account payment option for eligible customers
Order detailHouse Account button to suspend the current order