Back Office: Customers - House Account

Back Office: Customers - House Account

  1. Sign into the Back Office and select a Store.

  2. On the left-side Navigation Panel, click Customers then House Account.


  3. The House Accounts page appears, which displays a table of existing House Accounts containing the following columns: Customer, Account Number, Limit, Max Amount, Balance, and Actions (Edit or Delete).

    1. Edit – When clicked, the Update House Account page appears. By Default, update button will be disabled. The user can change any details if required and click on update for the changes to get reflected in selected house account. After clicking the update button, House account updated successfully pop up will be shown.
    2. Delete – When clicked, the Delete pop-up appears. Select Delete, and the Customer details will be deleted. Select Cancel to keep the Customer.


  4. To create a new House Account, click the + New House Account button at the upper-right (or to Edit an existing House Account, click the corresponding pencil icon under Actions). The New/Update House Account page appears. A new/updated House Account cannot be saved or updated (clickable Save / Update button) until all Mandatory fields are filled in.
    1. Customer: (Mandatory) Select a Customer from the dropdown.
    2. Account Number: (Mandatory) Enter the Account Number of the selected Customer (no number restriction).
    3. Balance: Enter the monetary Balance (up to 2 decimal points).


    4. Enable Period Limit:  If the toggle is Enabled (set to YES), select the Limit Period from the dropdown (Daily, Weekly, or Monthly) then enter the Limit Amount.
      1. If Weekly is selected, an additional dropdown will appear to Select the Day of the week (Mandatory).


    5. Allow Credit: If the toggle is Enabled (set to YES), any stored Credits will be available for using during House Account transactions (Refund type).
    6. Enable Max Limit: If the toggle is Enabled (set to YES), set the Maximum Limit Amount (Max Amount Limit) for House Account transactions (Mandatory).

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