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House Account

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Rick
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This guide covers setup and use of the House Accounts feature available in talech Register version 4.2 and above.

House accounts allow your customers to carry a prepaid balance or open a tab.

This is ideal for businesses with regular customers who would rather pay a total balance at the end of the month instead of each time they visit the store.

House Accounts are configured via talech Register.

To set up House Accounts for your store:

    1. Log into the register app as an Admin user and navigate to: "Back Office" ⇨ "Settings".
    2. On the right side, tap on “Store Credit”.
HouseAcct2c.png
  • Add store credit to a customer account: allows a customer to pay in advance to carry a positive amount of “Store Credit” on their Customer Profile. This can be used during each visit to deduct the amount.
  • Allow negative store credit balance: allows a customer to pay for an order at a later time. The dollar amount of negative store balance is set under Account Balance Limit.
  • Account balance limit: is the maximum amount of negative store credit allowed before a payment is due. This balance is the same for all customers.

 

To add value to a customer's account or pay the balance due:

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  1. Pull up a customer account from talech Register by navigating to "Dashboard" ⇨ "Back Office" ⇨ "Customers" .
  2. Select the “Store Credit” tab from the Navigation bar at the top of the customer profile.
    1. To add value: Tap “Add Amount” and enter the value you wish to add.
    2. To pay the balance: Tap the "Pay Balance" button. This will take you to the payment screen to complete the transaction as you would normally complete a sale in the register.
    3. Select the payment type and complete the payment as usual.

Note: Store credit can still be issued to a customer during a return or refund in lieu of returning the original form of payment or cash.

Once a balance has been added, the customer may spend it on any future transaction.

To redeem credit or to add to the customer's balance due:

 
  1. Add the customer to a transaction in talech Register.
  2. Tap “Pay”
  3. Select “Store Credit” .
    1. The current Store Credit balance for the customer is displayed.
  4. If the customer's balance is negative (less than $0), select “Issue Store Credit” to add this order to the customer's "balance".
    1. If the value you’re trying to add exceeds the limit set when enabling House Accounts, the customer will be required to use an alternative payment method to complete any transaction beyond the limit amount.

House Account settings on talech.com 

You can also bring up the House Account settings through your account on the web. To start: 

Step 1: Login to talech.com and click on "Settings" along the top. 

Step 2:  Click on "House Account" on the left and it will provide options similar to the app. You can set House Account on and set the balance settings, as well as the monthly date customers will receive an account statement for their current balance.

Step 3: When complete, tap on the blue save button on the top right. These settings will carry over to the app. 

HouseAccountWeb1.png

You can also view House Account totals for your customers. To see their balances: 

Step 1: Click on "Customers" along the top. 

Step 2:  Select "House Accounts" along the left to see the list of customers with their balances, last payment, and payment dates.  Clicking the blue button with the down arrow on the top right provides a spreadsheet with more detail. 

HouseAccountsWeb2.png

 

 

 

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