Take payment with a customer house account

A house account lets an eligible customer charge a sale to a balance instead of using an ordinary checkout payment method. FreshlyCart records the sale as House Account and applies the charge to that customer’s balance.

Before you begin

• In Back Office General settings, the merchant-level house-account setting must be enabled.
• The customer must have Enable House Account turned on.
• Set the customer’s House Account Limit before accepting charges.

Enable the customer’s house account

1. Open Customers in Back Office or FreshlyCart POS.
2. Select the customer.
3. Select Enable House Account.
4. Select Add House Account Limit or Change House Account Limit, depending on the surface.
5. Enter the limit and save the change.

Charge the sale

1. Build the sale in FreshlyCart POS and continue to payment.
2. Select Add Customer, then select the customer whose house account is enabled.
3. Select House Account as the payment method.
4. Select Complete Order.
5. Review the confirmation, then select Proceed.

FreshlyCart does not allow the house-account choice when the new charge would exceed the customer’s configured limit. A completed house-account sale increases the amount the customer owes and appears separately as house-account sales in drawer reporting.

Caution

Confirm that you selected the correct customer before completing the sale. The charge is recorded against that customer’s balance.