How a customer experiences their House Account Online

Once a customer is properly associated with a House Account, they will be able to utilize the benefits of the House Account fully. See below for a summary of the customer experience of being associated with a House Account. 

Related article:  Associating a Customer with a House Account 

How a customer can confirm that their login is associated with a House Account:

1. House Account customers must log in to your restaurant's online ordering page using the email address you've associated with the House Account in your backend. 

2. The customer clicks Menu > House Accounts

3. The House Account associated with the customer's email address is displayed. 

How a customer can confirm their House Account tax-exempt status:

First, ensure the House Account is properly configured to be tax-exempt from your backend settings in both of the following locations:

1. On the

House Account itself:

1. Within each

Revenue Center you've elected to "Allow Tax Exempt Orders".

> Note: If you want to allow Tax Exempt orders on Catering orders, but not regular Online Orders, ensure the "Allow Tax Exempt Orders" checkbox is unchecked in the OLO Revenue Center. 

Related article:  Enable Tax Exemptions at a Store Location

Once the above parameters are set, the customer will automatically experience their tax exemption when checking out online. 

• After adding items to their cart, the customer's Tax Exempt ID will auto-populate on their Checkout page. 

• The cart summary will show that Sales Tax has been automatically removed. 

How a customer can pay with their House Account at Checkout:

• The associated customer will see "House Account" as a payment method option at checkout. 

• If another default payment method is already pre-selected, they must "remove" the default payment method, and "apply" the House Account payment method. 

How a customer can "settle" their House Account balance

Currently, all Invoice and/or Statement payments must be settled outside of Direct Ordering. 

Customers most commonly settle their outstanding balances via Check or ACH. These payment options offer an added benefit to the restaurant by allowing them to avoid credit card fees.  

Some restaurants have the ability to process credit card payments via an online virtual terminal, which is another option used to settle customer House Accounts. 

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