Settling A House Account Order

If you have customers using House Accounts to pay for their orders, you can use the following steps to settle a House Account at payment time.

To apply payment/settle a house account order, do the following:

• Log in
• Go to Customer and then Search
• Search for the customer and when the results come back, click the customer ID in the first column to go to the Customer Summary screen
• Click the House Account tab at the top of the summary section
• Click ‘add payment’ located just above the Transactions section at the bottom
• Select Credit Card, add in the amount to settle.
• Add in the Credit Card info
• Click the Add button

Alternately, for Step 2 above, you can search by order number, then click the Customer ID in the customer column when the results appear.