This how-to will go cover.
Creating a new House Account
How to view Activity
Adding Authorized Users
Add/Edit contact information.
Pay on a House Account
How to run Statements from Mass Action
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First, open the House Account Module, then select the New ‘New’ button in the bottom right.
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This window requires at a minimum, an Account Name ‘Account Name’ and a Credit Limit‘Credit Limit’.
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If the customer has an existing customer record, select the Ellipses […]. Use this window to search for the customer.
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Contact Info allows you to add their phone, email and address for billing.
‘Locations’ tab , allows you to set which location that the House Account can be used.
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