Navigation: Customer Management > House Accounts >
House Accounts Overview
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Navigation: Customer Management > House Accounts > House Accounts Overview |
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House accounts are used for customers that promise to pay for a ticket balance at a later date. When a ticket is settled with a customer account it will be archived with the current business day's tickets.
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Selecting the HOUSE ACCOUNT payment type |
To settle a ticket with a customer account, open the ticket on the SETTLE screen and select the HOUSE ACCOUNT payment type. If multiple payments are used, i.e. 1/2 cash, 1/2 house account, the house house account transaction should be processed last.
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A signature slip can be printed if required |
A customer receipt with gratuity and signature lines can be printed. This step is not required and does not record a transaction.
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Selecting the customer account on the signature slip screen |
Select the customer from the list and press PRINT SLIP.
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Selecting the customer account on the transaction screen |
If the customer has entered the gratuity amount and signed the slip (or if a signature slip is not required), open the ticket on the SETTLE screen and select the HOUSE ACCOUNT payment type. Select the customer from the list and press CONTINUE.
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Transaction details summary |
Review the transaction details to ensure that the correct customer account and ticket information are shown.
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Entering the gratuity amount |
If a gratuity is to be added, press the ADD GRATUITY button and enter the gratuity amount. When all transaction details are confirmed, press the PROCESS TRANSACTION button to complete the transaction. If a mistake is made, the transaction can be edited in Back Office.
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House Accounts button in the Transactions button group |
To start a new house account or accept payment on an existing house account, press the HOUSE ACCOUNTS button in the Transactions button group
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Customer accounts management screen |
Press the NEW CUSTOMER ACCOUNT button or the MAKE PAYMENT button to continue.
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New customer account |
If starting a new house account, enter the account limit, select the customer and press the PROCESS button.
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Existing customers list |
The customers list displays all customers in alphabetical order. Note that the account number shown after the name is the customer id, not a customer account id.
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Customer account payment |
If accepting a payment, enter the customer account id or phone number, payment amount and press the PROCESS button.
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Customer account payment confirmation |
The ticket must now be settled. If a mistake is made, the house account payment transaction can be edited in Back Office.
Page url: http://www.amigopos.com/help/html/index.html?house_accounts.htm
