Working with House Accounts

If you use a house accounts line of credit, you can specify house accounts data in the system.

To work with house accounts:

1. In the Manager's Daily Workflow, move to the Cash reconciliation step.
2. In the left menu of the Expenses form, click House Accounts.
3. From the Customer list, select the customer's name.
4. In the Invoice Number field, enter the invoice number.
5. In the Amount field, enter the amount and then click enter.
6. At the top of the form, click Save.

   

To add a new customer, in the left menu, select Show Customers List, scroll down to the bottom of the form and click New.

Important considerations

• Verify that cashiers select the correct House Account for every transaction. If House Account information is incorrect, edit it directly in the system. After editing, click update on the line entry, then save and close to apply the changes.
• Regularly print receipts with the customer name to verify spending and staple them to fuel station receipts for accuracy.
• Check that the other card and no POS fields are always zero as a fail-safe for POS terminal issues.