POS: Creating a House Account

POS: Creating a House Account

Creating a House Account

1. Log into the POS with your access code 

2. Select the 'Customer' tab from the right-hand side of the Home Panel

3. Select the 'House Accounts' button

4. Select the 'New Acct' button

5. You will need to minimally fill in the Account Name and Phone Number fields (you can use your store number if you don't have an appropriate number)

6. Set the Credit Limit and the Due Date
For third-party house accounts:
  1. Max credit limit= $99,999,99
  2. ​You may want to set the due date to a minimum of 365 days

7. Select 'Complete' on the bottom

8. Finally, mark your new account as active:
Select the hamburger icon (three lines) next to your account > Select 'Advanced' > 'Set Account As Active'

Congratulations, you have successfully created a new House Account. You can now settle orders to this account from the Settle Screen on your POS.

For more assistance, please email support@precisionpos.com or call 1-855-673-3700.


    • Related Articles

    • POS: House Account Invoicing

      To send an invoice to a house account showing transactions: 1)  From the Home screen click the yellow customer tab on the right hand side of the screen: 2)  Click on House Accounts: 3) Find the House Account you are looking to send the invoice for ...

    • POS: Settling Third-Party Orders to House Account

      How To Settle Third-Party Orders To House Accounts 1. Look for your 3rd party order in all orders and click green "Settle" button: 2. On Settle screen, locate and click on "+ OTHER OPTIONS" 3. On this next screen, you will select "HOUSE ACCOUNT" 4. ...

    • POS: House Account Overview

    • Billing: POS Monthly Fees Explained

      Monthly Fees And Benefits Explained Monthly Fees And Benefits Explained (SAAS Model) Precision Point of Sale Cloud and/or Order Easy Now online ordering is billed as (SAAS) Software as a Service. The fees are calculated on based on the number of ...

    • Software: How to Re-Install POS Software

      This Knowledge article will explain process of re-installing your POS Software. Step 1: POS Credentials Ensure you have the following information handy: Cloud Username (POS Username) Cloud Password (POS Password) Production Server Step 2: Backup ...