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 your restaurant without immediate payment. Similar to a "tab", it allows the Direct Ordering system to pair a payment method to an order so it can be "closed" in the Direct Ordering system and subsequently sent to your POS.

There is a mutual understanding that the House Account owner will settle their 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 respective accounting teams, as not every team member may have a company-issued credit card.

Direct Ordering enables you to link pre-existing customers to specific House Accounts in your dashboard. When any of these associated customers place an Order Type or Service Type configured at the House Account level, they can settle their transaction using their House Account.

It is best practice to only establish House Accounts with customers that you trust. 

How to associate a customer with a Tax Exempt Account

1. In your Direct Ordering Admin Panel

2. Go to Customers > House Accounts > Choose a House Account

3. Scroll down to the Customers section > Click the See All button

4. Click the + Add Customer button > In the pop-up, search your database of existing customers by first name, last name, or email address by typing it in the search field and hitting Enter.
   Note:
   > The search box cannot currently search simultaneously by first and last name. 
   > You can only associate a pre-existing customer to a House Account. If you need to associate a new customer that does not yet exist in your database, you must first create the new customer and then continue to follow the steps of this path.

5. Once the pre-existing customer is added to the House Account, you will see their name in the House Account Customer list. 

6. You have the option to designate one (1) customer as the account owner by clicking the "Make Owner" button.
   > Note: Currently, the "Owner" designation simply indicates the main contact of the House Account; it does not have any functionality implications within the Direct Ordering product.

How to disassociate a customer from a Tax Exempt Account

1. In your Direct Ordering Admin Panel

2. Go to Customers > House Accounts > Choose a House Account

3. Scroll down to the Customers section > Click the See All button

4. Identify which customer you'd like to remove from this House Account > Click the Remove button