Associating a Customer with a House Account

The Benefit of Associating a Customer with a House Account

A House Account allows a customer to place an order at a restaurant without immediate payment. Similar to a tab, it allows Direct Ordering to pair a payment method to an order so the order can be closed in the system and sent to the POS.

There is a mutual understanding that the House Account owner will settle the accumulated charges at regular, pre-established intervals. This service is a courtesy that restaurants can extend to valued guests or groups that require special payment workflows from their accounting teams, since not every team member may have a company-issued credit card.

Direct Ordering allows pre-existing customers to be linked to specific House Accounts in the dashboard. When an associated customer places an order through an order type or service type configured for the House Account, they can settle the transaction using the House Account. It is best practice to establish House Accounts only with trusted customers.

How to Associate a Customer with a House Account

1. In the Direct Ordering Admin Panel, go to Customers House Accounts and choose a House Account.
2. Scroll down to the Customers section and click the See All button.
3. Click the + Add Customer button. In the pop-up, search the existing customer database by first name, last name, or email address by typing in the search field and pressing Enter. The search box cannot search by first and last name at the same time. Only a pre-existing customer can be associated with a House Account; to associate a customer who does not yet exist in the database, create the new customer first, then follow these steps.
4. Once the customer is added, their name appears in the House Account customer list.
5. One customer can be designated as the account owner by clicking the Make Owner button. The Owner designation currently indicates the main contact for the House Account only; it has no functional implications within the Direct Ordering product.

How to Disassociate a Customer from a House Account

1. In the Direct Ordering Admin Panel, go to Customers House Accounts and choose a House Account.
2. Scroll down to the Customers section and click the See All button.
3. Identify the customer to remove from this House Account and click the Remove button.