This guide covers setup and use of the House Accounts feature available in talech Register version 4.7 and above.
House accounts allow your customers to carry a prepaid balance or open a house tab for usage over several days.
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:
- Log into the register app as an Admin user and navigate to: "Back Office" ⇨ "Settings".
- On the right side, tap on “House Account”.
To add value to a customer's account or pay the balance due:
Once a balance has been added, the customer may spend it on any future transaction.
To complete a payment with House Account charge:
When a customer makes a purchase with their House Account, the option will be displayed on the payment window.
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.
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 Account" 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.