Setting Up House Accounts

By Kelsey

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A House Account is a line of credit that you can extend to your customers, where they can take now and pay later. In essence, a house account acts as a long term tab. But before you can use them, they must be enabled in the Management Console ([yoursubdomain].revelup.com).


Contents


Enabling House Accounts

To enable house accounts:

  1. First, in the Management Console, navigate to the Settings tab.
  2. Then, click Clear Selections and type House Account in the search bar.
  3. Next, check the House Accounts box under the payment section in the left side of the screen. You'll see House Account settings appear on the right.
  4. The most important setting is House Account Enabled. This will turn on the basic house account functionality.
  5. Next, check Enable By Default if you want to automatically link a house account to every new customer added to your system.
  6. If you'd like, you can set a generic house account limit for every customer. Use the Default House Account Limit field to do this.
  7. Lastly, Email for Sending Statements allows you to enter your email information for sending house account bills.
  8. As always, click Save when you're done:


Customers and House Accounts

Revel's house account functionality gives you the ability to set specific house account details per customer. To do this:

  1. In the Management Console, navigate to the CRM tab.
  2. Once you're in the main Customers page, click the details icon next to a specific customer:

  3. Scroll through the customer's information until you see the House Account section. Check the Enabled box to turn on the functionality for this customer.
  4. The Balance line displays the customer's current balance.
  5. Use the pencil icon to edit the current balance. The credit card icon is to record a house account payment. You will only use this is you're using a third party to process house account payments. Otherwise, you can process payments directly through the point of sale.
  6. Finally, you can set a Max Limit for this customer. This means if they reach this amount, they can not add anything else to their house account until they make a payment.
  7. Click Save when you're done:


House Account Bills

When you're ready to send personalized bills to your customers:

  1. In the Management Console, navigate to the Reports tab.
  2. Hover over Other Reports and select House Account Summary from the menu:

  3. Here, you'll see a list of all customers with current house account balances.
  4. You can see their Opening Balance, Charges, Payments, Adjustments, and Closing Balance:
    • Use the pencil icon to adjust the balance.
    • Use the credit card icon to record a payment made through a third party processor.
    • Use the envelope icon to email a house account bill. The bill will be sent to the email address saved in the CRM. Click Send Statement to email the bill.
  5. You can also send bills to multiple customers at once. Check the box next to each customer's name and then click Send Statements. Again, this will send the bill to the email address saved in the CRM:



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