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In v3.11, NCR Silver Pro Restaurant introduces house accounts, which enables merchants to charge established clients on the date of sale, but bill them at a later date. Scenarios in which you may consider using house accounts include catering customers, delivery services, hotel room charges, manager comps, and forward day charges among others. Additionally, you can create a statement for House Accounts and export it to multiple formats for sending to customers.

With House Accounts, NCR Silver Pro Restaurant adds additional access levels. Make sure to review your user roles and ensure they have the proper assignments for house accounts.

When setting up house accounts:
  • You establish house accounts in Silver Back Office before you can use them at the POS.
  • You must link a customer with a house account. You may also link additional customers to a single house account.
    • For example, at ABC Company, Sarah Smith and Tim Jones are authorized to charge food on behalf of ABC Company at CD’s Café. Sarah is the bookkeeper and is responsible for paying the account monthly. Thus, she is the house account owner. Tim is linked to the account as a customer, making him eligible to charge food as well. When either Sarah or Tim walk into CD’s Café, the cashier will look up Sarah or Tim at the POS in order to link the house account to the order.
  • You create house accounts at the store level.
  • You define the maximum credit limit for a house account, up to $99,999.00
  • You may disable a house account without deleting it.
  • Once you create your first house account, a house account tender appears on the POS.
In Silver Back Office, you can perform the following functions related to house accounts:
  • You can enter account activity, such as credits, debits, and payments received.
  • You can create statements, which can be exported into a variety of formats and sent to customers.
  • You can view two new reports, House Accounts and House Accounts Activity.
At the POS, you can perform the following functions with house accounts:
  • You can charge a guest check to a house account.
  • You search for a house account by searching for a linked customer record.
  • You can accept payment for an outstanding balance through the use of a house account charge.
NOTE: Without an Internet connection, you cannot charge a guest check to a house account or accept payment for a house account at the POS.
Customer Support Article

House Accounts

  • May 19, 2016
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Summary

For NCR Silver Pro Restaurant, learn how to use House Accounts.

Description

In v3.11, NCR Silver Pro Restaurant introduces house accounts, which enables merchants to charge established clients on the date of sale, but bill them at a later date. Scenarios in which you may consider using house accounts include catering customers, delivery services, hotel room charges, manager comps, and forward day charges among others. Additionally, you can create a statement for House Accounts and export it to multiple formats for sending to customers.

With House Accounts, NCR Silver Pro Restaurant adds additional access levels. Make sure to review your user roles and ensure they have the proper assignments for house accounts.

When setting up house accounts:

  • You establish house accounts in Silver Back Office before you can use them at the POS.
  • You must link a customer with a house account. You may also link additional customers to a single house account.
    • For example, at ABC Company, Sarah Smith and Tim Jones are authorized to charge food on behalf of ABC Company at CD’s Café. Sarah is the bookkeeper and is responsible for paying the account monthly. Thus, she is the house account owner. Tim is linked to the account as a customer, making him eligible to charge food as well. When either Sarah or Tim walk into CD’s Café, the cashier will look up Sarah or Tim at the POS in order to link the house account to the order.
  • You create house accounts at the store level.
  • You define the maximum credit limit for a house account, up to $99,999.00
  • You may disable a house account without deleting it.
  • Once you create your first house account, a house account tender appears on the POS.
In Silver Back Office, you can perform the following functions related to house accounts:
  • You can enter account activity, such as credits, debits, and payments received.
  • You can create statements, which can be exported into a variety of formats and sent to customers.
  • You can view two new reports, House Accounts and House Accounts Activity.
At the POS, you can perform the following functions with house accounts:
  • You can charge a guest check to a house account.
  • You search for a house account by searching for a linked customer record.
  • You can accept payment for an outstanding balance through the use of a house account charge.
NOTE: Without an Internet connection, you cannot charge a guest check to a house account or accept payment for a house account at the POS.

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