House Accounts are a simple accounts receivable system for those customers who want to charge their purchases to an account. For example, a school or business may order pizzas several times during the month, but prefer to pay for all orders at the end of the month. Some stores use House Accounts to bring in more business lunch clientele.
Accounts are typically due on a monthly basis, and statements are printed from Store Manager or Terminal, and then mailed or faxed to the customer.
The Customer Account Details report lists all the charges and other activity for a house account. For busy house accounts, you may wish to periodically delete the record of charges that have been paid, to prevent the report from getting too long.
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Note House accounts should not be confused with customer credits, which are typically used to compensate customers for rare problems with their orders. To enable Customer Credits, see Change General Customer Screen Settings (Customer Credits Enabled setting). |
 | To Delete Old House Account Charges (on the Utilities tab) |
1.Go to the Settings> People> House Accounts 2.In the Purge Details Older Than field, click the arrow
3.Click the Purge Details button. The old, paid charges are deleted. 4.Refresh Terminal. The Account Detail report will now list only charges on or after the Purge Details Older Than date, plus any outstanding (unpaid) charges from earlier dates. |
See Also:
•Terminal User's Guide, chapter 14 ("House Accounts") for instructions on using house accounts in Terminal. The guide is available in the Document Viewer.
