How Customers Use a House Account Online

Once a customer is associated with a House Account, they can use its benefits when ordering online. The sections below summarize the customer experience, from confirming the association to paying with and settling a House Account. For how to associate a customer, see Associating a Customer with a House Account.

Confirming a Login Is Associated with a House Account

1. The customer logs in to the restaurant's online ordering page using the email address associated with the House Account in the backend.
2. The customer clicks Menu House Accounts.
3. The House Account associated with the customer's email address is displayed.

Confirming House Account Tax-Exempt Status

First, ensure the House Account is configured as tax-exempt in the backend in both of the following locations.

On the House Account itself:

Within each Revenue Center, with "Allow Tax Exempt Orders" enabled:

For more on configuring tax exemptions, see Enabling Tax Exemptions at a Store Location.

Once these parameters are set, the customer automatically experiences the tax exemption when checking out online:

• After adding items to the cart, the customer's Tax Exempt ID auto-populates on the checkout page.
• The cart summary shows that sales tax has been automatically removed.

Paying with a House Account at Checkout

• The associated customer sees "House Account" as a payment method option at checkout.
• If another default payment method is already pre-selected, the customer must remove the default payment method and apply the House Account payment method.

Settling a House Account Balance

All invoice and statement payments are settled outside Direct Ordering.

Customers most commonly settle outstanding balances by check or ACH. These payment options offer an added benefit to the restaurant by avoiding credit card fees.

Some restaurants can process credit card payments through an online virtual terminal, which is another option for settling customer House Accounts.

Regardless of payment method, restaurants should communicate outside payments to their accounting teams for reconciliation purposes.