• Back Office Setup 

• Processing a Sale Using the House Charge Tender 

• Processing a Payment towards a Customer's Balance 

• Checking the Customer's Credit Charges/ History 

• Pulling House Charge Reports 

There is one Setup Setting that pertains to House accounts that you’ll need to review: 

1. Navigate to Setup :: Manage Store :: Setup Settings 
2. Click ‘POS Options’ 
3. The seventh option down is about Enforcing Credit Limits on a House Charge – this can be toggled to three options 
   

• Enforce – will not allow your cashiers to charge more than the customer’s credit limit 
• Warn – will pop up a warning if the customer is over their limit. The Cashier can ignore this and continue to charge to the customer’s account 
• Ignore – won’t pop up anything and will be as if they don’t have a limit
  
   

If you want to enforce credit limits, you’ll need to add a credit limit on your customer’s account. Default is at $0.  

1. Navigate to Customer :: Customer :: Manage Customer
2. Lookup your customer.
3. Add a credit limit and save like shown.
   

1. On the POS, process a regular sale as normal. Select your customer, pick your SKUs etc. 
2. Once you’re ready, on the Ticket Payment Screen, select ‘House Charge’ as your tender.
   
3. End Sale. The balance of this item is now listed on the customer’s account to pay later. 

1. On the POS, pull up the customer who is going to make a payment.  
2. Under the Ticket Detail tab, change the transaction type to ‘Charge Payment’ 
3. Add the amount the customer is paying.
    
4. Navigate to the ‘Ticket Payment’ tab and collect their payment as you would when processing a regular sale.
    
5. This payment will deduct from their customer balance  
    

1. You can pull up a customer’s account in the  
   - Back Office here: Customer :: Customer :: Manage Screen  
   - Or on the POS 
2. You can see the Charge Balance as shown below:
    
3. You can also review their purchase history and tender history tabs to see what charges have been placed on their account