These guides cover talech Register and related POS equipment. Paytura is your merchant services partner; talech provides the register software and device support referenced in these articles.
House accounts enables your customers to carry a prepaid balance, or tab. You can send statements to your customers, have them pay online with a credit card, and assign account permissions on a case-by-case basis (you can approve customers to carry a negative balance).
To use the house accounts, you must first set up the Customer account (See talech Customers feature).
Table of contents
- Set up house accounts on the talech app
- Charging a house account
- Checking your customers' house account balance
- Adding value to a customer's account or paying the balance due
- Pay house account online
- Related Articles
Set up house accounts on the talech app
- Log into your register app as an Admin.
- Navigate to Back Office > Settings.
- Scroll down to Payment > select House Account.
- Configure your House Account. See a description of available settings below.
|
House Account |
This setting enabled your House Account option |
|
Allow online payment |
This setting allows your customer to pay for the balance on their house account online. See more below. |
|
Allow negative account balance |
This allows your customer to go into a negative balance. There are three settings for this On (Customer Setting Enabled) - This means that the ability to go into negative balance is enabled, but you can go to a specific customer profile and disable it for them. On (Customer Setting Disabled) - This means that the ability to go into negative balance is enabled across the board. Off – The negative balance is disabled entirely. |
|
Account balance limit |
This is the maximum amount of credit you are extending to your customers. |
|
Day of month to send store credit statement |
If you input 4 here your customers will get a statement on the 4th of the month. |
|
Default payment terms |
This setting can enable you to set a minimum payment that the customer can make towards what they owe on their house account. |
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Charging a house account
Your house account is now set up. Follow the steps below to apply a customer house account balance towards an order.
Note: The Customer account must be set up before you can charge it. See talech Customers feature for more information.
- Ring up an order as usual and attach the order to the customer using the customer field at the top.
- Select Pay.
- On the Amount Due screen, select Store Credit.
- Select Charge Account.
- Select Confirm. The charge will be applied to the House Account.
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Checking your customers' house account balance
- Log in to talech.com.
- Navigate to Customers.
- Select a customer to open their profile.
- Select the House Account tab under the Activity section to view their balance and any transaction history.
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Adding value to a customer's account or paying the balance due
There are a few ways for your customers to make a payment towards their house account balance:
From the talech app:
- Log into your talech Register.
- Select Customers (on Android) or Back Office > Customers (on iOS).
- Select the Customer in question, then House Account (on Android) or Accounts (on iOS) at top.
- Select Pay Balance and enter the amount the customer wishes to pay.
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Pay house account online
The customer may want to pay the outstanding account balance online. You must first enable and set up online ordering on talech.com.
Refer to Related Articles section for online ordering setup instructions for your business.
Related articles
- Create or Edit Customer Accounts
- Set Up Online Ordering - Restaurant
- Set Up Online Ordering - Retail
- Online Ordering Settings
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Need more help?
- talech training & device support (24/7): 1-888-995-1998
- Paytura merchant support (24/5): 1-855-4-PAYTURA or contact Paytura