Configuring the House Account Payment Type
If you wish to have this setup for your account ask your Implementation Project Manager CSM or email support at [email protected] to schedule implementation.
POS Configuration Requirements
The following must be done in the POS before requesting that Lunchbox setup your account with House Accounts.
For POS Reporting purposes, create a tender/payment type in the POS to connect with the Lunchbox House Account payment type.
An additional Payment Option (like the lunchbox tender for cc) needs to be created (multiple if they are location-specific). Publish Changes.
Copy the POS Reference ID (GUID from the POS) and share this with Lunchbox in your request to [email protected]
Configuring the Lunchbox Global Payment Type
The following instruction can only be completed by a Lunchbox Agent and should not be changed once setup without the help of Lunchbox.
In Lunchbox, navigate to Menus > Payment Type > House Account #100 and add the Global POS Reference ID (GUID from Toast). If Payment POS Reference IDs are local, add them to the Payment Configuration:
Configuring Local House Account Payment Types
The following instruction can only be completed by a Lunchbox Agent and should not be changed once setup without the help of Lunchbox.
A new Payment Configuration needs to be created (called House Account) in the LB Dashboard for each location and connected to the payment type and GUID (if location specific):
Assigning the House Account Payment Type to the Local Service Type
The following instruction can only be completed by a Lunchbox Agent and should not be changed once setup without the help of Lunchbox.
The new House Account Payment Type needs to be added to each location's Catering Pickup and Catering Delivery service type (if applicable)
Note: Use the following documentation to create and manage House Accounts for customers: https://support.lunchbox.io/en/articles/8684307-house-accounts-management