What is a Customer House Account?
In Quantic POS, the House Account allows you to provide a credit facility to the reputed and frequent customers allowing them to place an order now and pay later. The accrued balance for the goods sold to a customer can be billed and paid at a later date. Here, it is important to note that the order needs to be associated with a customer to whom the House Account facility has been extended. Below we have put together the easiest way to set up the House Account for a customer, pay for an order using House Account, make a payment against the House Account, and fetch the House Account summary report.
Enabling the Customer House Account
The Customer House Account can be enabled from the Configurations section in the Quantic backend portal.
Setting Up the House Account Payment
Once the Customer House Account is enabled, you should set up a user-defined payment method and associate it with the Customer House Account. When a customer has to clear out the accrued House Account balance, the server will select this user-defined payment method on the POS and take the amount in cash or card from the customer. Here is how you should set up the House Account payment in the Quantic backend portal.
Create a House Account Item
To clear off the accrued balance, a House Account item need to be created from the backend portal. It allows the servers to accept the payments against the customer House Account.
Set House Account Limit for a Customer
Once a Customer House Account setup has been completed, you can set up the House Account limit for a customer from the Quantic POS. Every customer can be assigned a specific House Account limit and they cannot spend more than the preset limit. When the limit exhausts, the customer will have to clear the pending dues first, and then the limit will reset automatically.
Accepting Payments via Customer House Account
Now the customers can quickly place an order and pay via the House Account payment. Please be informed that the customers can only pay for orders until their House Account limit exhausts. To use their House Account further, they will need to clear off the dues first. Here’s how you can accept the payment via Customer House Accounts.
Making Payment Against a Customer House Account
The customers can pay against the Customer House Account in full from the POS app. The servers need to visit the Customer section in the POS app and clear off the House Account dues for a particular customer.
House Account Summary Report
The restaurateurs have an access to the House Account Summary report in the Quantic backend portal. It allows the restaurateurs to see the available and exhausted House Account limit of a specific customer. These reports can also be sent to the customers over an email.
- The House Account Summary report appears with the following details:
- Customer: Name of the customer who has been assigned the House Account limit.
- Email: Customer’s email address.
- Credit Limit: The assigned credit limit to a customer.
- Balance Due: The balance due to be paid by the customer.
- Available Credit Limit: This is the remaining House Account limit that can be used by a customer to pay for the order.
- Order Details: View the complete order details by clicking the Details button. On the order details page, you can click the button to send the House Account Summary report to the customer.