This how-to will go over
Creating a new House Account
How to view Activity
Adding Authorized Users
Add/Edit contact information
Pay on a House Account
How to run Statments from Mass Action
Creating a new House Account.
First open the House Account Module, then select the New button in the bottom right.
This window requires at minimum a Account Name and a Credit Limit.
If the customer has an existing customer record select the Elipsis […]. Use this window to search for the customer.
Authorized customers will allow you to add additional customers that are allowed to the house account
Contact Info allows you to add their phone, email and address for billing.
Locations allows you to set what location that the House Account can be used at.
When a customer wants to pay on their House Account select the Balance with the open status and press pay now. The Cash Register module will open for payment.
To run statments select which accounts you need statments for, press Mass Action, then choose the statement type you want.
Print Full Statement Includes the invoices that accumulated the balance.
Print Statement will allow you to select a date range. It will include the invoices that accumulated the balance as well as any previous balances with in that specified date range.