Enabling House Accounts at the Brand and Store Levels

After a House Account is created, the House Account payment option must be enabled before customers can use it. Direct Ordering allows House Accounts to be enabled at the brand level, with the ability to limit which locations accept House Accounts as a payment (tender) type. Both steps are covered below.

Enabling House Accounts at the Brand Level

To allow House Accounts to be used across the brand, follow these steps:

1. In the Direct Ordering Admin Panel, go to Settings.
2. In the Miscellaneous tab, click General Settings.
3. Scroll down the page and check the box labeled "Include the House Account payment method."
4. Click Submit to save the changes.

Enabling the House Account Payment Type at a Location Level

After House Accounts are enabled at the brand level, the House Account payment type must also be selected at each location where it should be accepted. Follow these steps:

1. In the Direct Ordering Admin Panel, go to Stores and click the location to edit.
2. Go to Revenue Centers and click the Revenue Center to edit. To use House Accounts only for certain order types, such as catering, this is where that distinction is made.
3. Go to Tender Types and use the House Account toggles to turn this payment option on or off for each order type shown.
4. Click the Update Tender Types button at the bottom of the page and review the pop-up notification confirming the changes.