House accounts

House accounts are a tab of Guests, under Guests & marketing. They are for regulars and companies who eat now and pay by monthly statement. Giving credit is a manager's call, so the page is limited to people who manage house accounts.

Open an account

Press "New account". Give it a name, choose the type (Regular or Company) and set the "Credit limit", the most the account can owe. Add a contact person, an "Email for statements", a phone and notes, then press "Open account". The list shows what each account owes, what it "Can still charge" and a status: Open, Closed or Over limit. The tiles on top show "Owed in total" and how many are over their limit.

Charge an order

At the till, in the settle sheet, choose "House account", find the account and press "Charge to account". The sheet shows what each account can still take, and a charge beyond the limit is refused. A closed account takes no new charges, but its balance and statements stay.

Statements

Open an account to see "Owed", "Credit limit" and "Can still charge", then pick a month. The statement shows the opening balance, the charges and payments of the month and the "Balance due", line by line. "Download PDF" saves it; "Email statement" sends it to the account's email and is disabled until one is set. On the first of each month, last month's statement is also emailed automatically.

Record a payment

Press "Record a payment". Choose Payment, enter the amount, how it was paid (Cash, Card, Bank transfer or Cheque) and a reference. Choose Adjustment to add to or take off what is owed; an adjustment needs a reason.