Disclaimer: This article is for Lunchbox 2 Enterprise customers only. If your dashboard header looks the same as below, you are in the right place:


House Accounts Overview

This guide will show you how to access the House Account feature that Lunchbox offers, which allows you the option of extending credit to certain customers.

There are 2 available roles for House Account:

  • House Account Admin: create and view customer accounts, modify spending limits and accept payments

  • House Account Manager: view customer accounts and accept payments


Table of Contents

Create an Account

You are able to create accounts with a House Account Admin login. Accounts can only be created for existing users. If you are unable to locate a user, the customer will need to be registered through the site. Accounts are limited to one per email address.

Step 1: Log into the site with your House Account Admin login

Step 2: Click the Gear Icon on the top right of home screen

Step 3: Proceed to the Customers tab

Step 4: Enter any information that you have about the customer

Step 5: Click Search

Step 6: Click on the email address of the customer

Step 7: Expand House Account by clicking the + icon, and enter the following information to create a new account for this customer:

* **Account Name:** required field that is associated with the new account (i.e., company name)
* **Credit Limit:** spending limit for the customer, which is specified by a House Account Admin

Step 8: Click Create Account


Modify Spending Limits

You are able to increase or decrease a customer’s spending limit using a House Account Admin login.

To increase or decrease spending limits:

Step 1: Log into the site with your House Account Admin login

Step 2: Click the Gear Icon on the top right of home screen

Step 3: Proceed to the Customers tab

Step 4: Enter any information that you have about the customer

Step 5: Click Search

Step 6: Click on the email address of the customer

Step 7: Under the House Accounts section, enter the updated credit limit available for this account.

Step 8: Click Update Account


Accept Payments

You are able to post payments made using the Add House Account Payments section of the customer account using a House Account Admin or House Account Manager login.

Available payment methods are:

  • Check

  • Credit Card

  • ACH

To enter a House Account Payment:

Step 1: Log into the site with your House Account Admin login

Step 2: Click the Gear Icon on the top right of home screen

Step 3: Proceed to the Customers tab

Step 4: Enter any information that you have about the customer

Step 5: Click Search

Step 6: Click on the email address of the customer

Step 7: Expand Add House Account Payment

Step 8: Enter the transaction details

Step 9: Click Add Payment

Step 10: At the Apply Payment screen, you will need choose which Invoice(s) to apply the payment to by enabling the checkbox next to the appropriate order and entering the amount of payment to be applied to that specific invoice. There may be multiple invoices paid from one payment

Step 11: Click Apply Payment (Be sure to enter a Reason for Overage if the payment is greater than the open balances).

Step 12: A confirmation box will appear to confirm payment recording. Select Ok to proceed

Step 12: The payment will now be shown under Recent House Account Transactions


Edit Payment

To edit a payment, simply click on the appropriate payment in the Recent House Account Transactions section:


Write-offs

For underpayments, you will have the ability to Write Off bad debt for any payment shortage with an adjustment or show an outstanding balance on the transactions screen.

Write Off a Bad Debt

Step 1: Under Recent House Account Transactions, select Write Off next to the invoice you wish to have removed

Step 2: Enter the reason for writing off the bad debt on this transaction and select Write Off

Step 3: This transaction will now be removed from the Recent House Account Transactions as an invoice

Viewing an Account’s Write-offs

Step 1: To view a House Account’s Write Offs, select All Transactions under Recent House Account Transactions

Step 2: After selecting All Transactions, the page will reload and display a new section for Write Off Transactions


Accounts History

House Account Admins and House Account Managers can also view a House Account’s history. The Account History will populate a report of all transactions that were made on the customer’s House Account.

Step 1: Log into the site with your House Account Admin login

Step 2: Click the Gear Icon on the top right of home screen

Step 3: Proceed to the Customers tab

Step 4: Enter any information that you have about the customer

Step 5: Click Search

Step 6: Proceed to the Recent House Transactions for this customer’s account and select Account History

Step 7: The House Account’s transactions will all be displayed in a report, as shown below:

Search customers who have ordered or opted-in for emails for this store and also view marketing information.


Q&A

  • For a house account can you define the payment terms i.e. net15 net30 and have the ability to send that to a customer as a reminder?

Answer: Yes we can but it needs to be done in the backend by an engineer not on the dashboard. To do this the restaurant would need to reach out to support.


Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.