House accounts overview
House accounts let trusted customers charge purchases to an account and pay later — your own accounts receivable. In the back office you configure account settings (like statement day), create accounts, record payments, and read an AR aging summary. House accounts are separate from sell-side sales invoices.
Before you start
- Decide your terms: who gets an account, any credit limit, and statement timing.
- Have a role that can manage house accounts.
Steps
- Open Business → House Accounts — Review merchant house account settings and existing accounts.
- Set merchant settings — Configure defaults such as the statement day for the location.
- Create an account — Add the customer's account with any credit limit and terms.
- Record payments — Apply payments to reduce an account's balance.
- Read AR aging — The AR aging summary shows open balances by how overdue they are.
Common mistakes
- Confusing house accounts (AR the customer owes you) with sales invoices — they're different modules.
- Never sending statements, so balances quietly grow.
Troubleshooting
A charge exceeds the account's credit limit.
Increase the limit if appropriate, or collect a payment first, then retry the charge.
The account balance looks wrong.
Review recent charges and recorded payments; reconcile against the AR aging summary.
When to contact support
- An account balance doesn't reflect payments you recorded.
Reach us any time from the Contact Support form.