Retail POS: House Account Payments

Retail POS: House Account Payments


Back Office

Accounts

Navigation: Log in to BO Admin, then select Accounts > Accounts

Account Settings

Account Level House Account - By enabling the toggle (set to YES), the Account Level House Account will be available for the specific Account.

 

Store Settings

House Account - By enabling the toggle (setting to YES), the House Account will be available.



Stores

House Account

Navigation: Log in BO, and for your Store select Customers > House Account

For more information on creating a new House Account (or updating an existing House Account), see the Back Office House Account article.


Payment Methods 

Navigation: Log in BO, and for your Store select Settings > Payments > Payment Method

For the Payment Type, ensure HAPayment is selected.


For more information on creating a new Payment Method (or updating an existing Payment Method), see the Back Office Payment Method article.

 

POS

Adding a Customer to a House Account

Navigation: Log in to POS, then select the Order screen

  1. Click the Person Silhouette icon at the upper-right of the screen.


  2. On the Add Customer screen, select Add Customer.


  3. This will launch the Customer Profile page for the Loyalty program, where you can enter the new Customer's information - including Name, Phone Number, Address, and Email.



  4. When ready, click Save. All the information has been saved.




Setting up House Account

  1. On the Customer Profile
     page, select a     Customer Plan at the bottom-left.


  2. Click in the Recharge field.


  3. In the number pad pop-up that appears, enter the amount the customer is paying back then press Continue. You are returned to the Customer Plan page.


  4. Finalize the Recharge by pressing Update at the lower-left.




Adding an Existing Customer to the House Account

  1. Click the Person Silhouette icon at the upper-right of the screen.


  2. On the Add Customer page, search for the existing Customer by entering their Phone number or Name/Email. Identify the Customer from the dropdown results and click it.


  3. The selected customer’s name will appear at the upper-left of the Order screen.


Paying with a House Account

  1. On the Order page, click Payment on the right side of the bottom bar.


  2. On the Payments page, select HA Payment.


  3. Select Process and the payment will be charged to the house account.
    1. Note: You can also select Manual then enter the House Account number.


  4. The payment will be processed successfully, and 'No Due $0.00' will appear at the top of the Payments page.

 

Offline Scenario

House Account payments won't work when the device is Offline. If attempting to make a House Account payment while offline, a pop-up with the message 'No Network Connectivity' appears.

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