How Do I Add a House Account?

This lesson will teach you how to add a new house account.

House Accounts

House Accounts

From the main menu, click on the "House Accounts" button.

Customer Setup

Customer Setup

From the House Accounts menu, click on the "Customer Setup" button.

Customer File Setup

Customer File Setup

From the Customer File Setup screen, click on the "Add" button.

Add Customer

Add Customer

(1) From the Add Customer screen, type in a customer account number. This number can be up to 8 digits long.

(2) Click on the "OK" button.

Note: When creating a

Customer Information

Customer Information

Type in all necessary customer information. The essential fields on the Customer screen are: Customer Account Number, Customer Name, and Credit Limit.  However, the only required field is the Customer Account number.  (Many fields are self-explanatory.) For additional information on these fields, please see What are House Account Customer File Fields?

Then, click on the Status / Misc tab.

Status / Misc

Status / Misc

(1) The data for this customer on the left side of the screen under Status will be accumulated by the system throughout the months and year and requires no entry from the customer.

(2) The right side of the screen contains some fields that will not be relevant for all customers.  For all fields, see What Are House Account Customer File Fields?  The entries that are shown here are necessary if this customer receives statements.

(3) Click on the "Apply" button.

Lookup

Lookup

Notice your new customer now shows up in the lookup menu. In order for this house account to be usable the house account file must be sent down to the register. For additional information please see How Do I Send House Accounts (Customers) To The Registers?