How Do I Charge A Transaction To A House Account If I Know The Customer's Account Number?

This lesson will teach you how to charge a transaction to a customer's house account by using the customer's account number.

Sale In Progress

Sale In Progress

Ring the items in the customer's purchase.  Notice that the Register Status has changed from Idle to Sale in Progress.

Subtotal

Subtotal

By touching the "Subtotal" button, you can see the total Amount Due.

Ready For Payment

Ready For Payment

You can now tell the customer the total amount that is owed for the transaction by checking the Amount Due.  

Other Payment

Other Payment

Touch the "Other" button which will take you to a screen where you can choose payment types other than just Cash or Credit.

Select Customer Account

Select Customer Account

Type the customer's account number using the number pad on the keyboard.  In this case we will use account number 1001.

Select Customer Account

Select Customer Account

Touch the "Select Customer" button.

Select Customer Account

Select Customer Account

You will see a message verifying that the customer has been selected.

Select Customer Account

Select Customer Account

You will also notice that the customer's account number and account name now appear in the top middle window on the register screen.

Tender The Transaction

Tender The Transaction

Touch the "House Charge" button.

Reference

Reference

You will be prompted to enter a reference.  This reference can be made up of numbers, letters, or both.  The reference is used by the store and/or the company to identify individual transactions charged to a house account.

(1) Enter a reference.

(2) Touch the "OK" button.