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Setting Up House Accounts

House Accounts require two setup steps: creating the client type and assigning the authorization to staff users.

Step 1: Create the House Account Client Type​

The client type name must be exactly House Account (case-insensitive). The system checks for this name to determine whether the House Account button should appear on an order.

  1. Navigate to Settings > Authorizations > User Types or Contacts > User Types.
  2. Create a new user type or edit an existing one.
  3. Set the Display Name to House Account.
  4. Configure any other settings as needed for this account type.
  5. Save.

Step 2: Assign House Account Authorization​

Staff users must have the houseAccountPayment authorization enabled to use the House Account button.

  1. Navigate to Settings > Authorizations > User Types.
  2. Edit the user types that should have access (e.g., Manager, Employee).
  3. Under Order Auths, enable the House Account Payment toggle.
  4. Save.

When authorizations are updated, affected users must log out and log back in for changes to take effect.

Step 3: Create House Account Customers​

  1. Navigate to Contacts > Users or the customer management screen.
  2. Create a new customer or edit an existing one.
  3. Assign the House Account client type to the customer.
  4. Save.

Step 4: Verify Setup​

To confirm everything is configured correctly:

  1. Start a new order.
  2. Assign the house account customer to the order.
  3. The House Account button should appear on the order screen.
  4. Adding items and clicking the button should suspend the order to the house account balance.

If the button does not appear, check:

  • The customer's client type is named exactly "House Account"
  • The staff user has the houseAccountPayment authorization enabled
  • The user has logged out and back in after authorization changes