House Accounts | NCR Silver NCR Silver
Questions?
Contact us at one of our country-specific support lines.
US: 877-270-3475
 UK: 0808-178-5520
AU: 1800-940-975
NZ: 0800-453-736
or
Log in to Silver Back Office to chat with a representative

Visit NCR.com/Silver


“To know I can check and see how the store is doing even without being there is very helpful.”
Reveille Joe Coffee, Coffee Shop


Search:

Browse by categories

You can only add house accounts in Silver Back Office and they must be lined to a customer record. When you create a house account, you can link additional customers to the house account.

In multi-site environments, house accounts must be added at the store level.
  1. In Silver Back Office, select CUSTOMERS > HOUSE ACCOUNTS.
  2. Select Add a House Account. The Add House Account dialog appears.
User-added image
  1. Type a name for the house account.
  2. (Optional) Enter an external ID for the house account. For example, if you already have an existing account number you want to use, enter that number here.
  3. Enter the maximum balance for the house account.
  4. Click Select owner to select an owner for the house account. A Select House Account Owner dialog appears. A house account must have an owner linked to it. Select the owner and tap Done.
  5. (Optional) Add notes for the house account.
  6. (Optional) Click Select customer to identify additional customers who can use the house account.
  7. (Optional) Click “X Customer” button to view which customers are currently associated with the house account.
  8. Enter the following information for the house account if you do not want to use the owner information or if the owner information did not include the following:
  • Enter the email address to associate with the house account.
  • Enter the phone number to associate with the house account.
  • Enter the address, city, state, and zip for the house account. This information appears on the statements you generate.
  1. Click Save Changes.
Customer Support Article

Adding A House Account

  • September 19, 2016
  • ·
  • Like
  • 0

Summary

For NCR Silver Pro Restaurant, learn how to add a House Account in Silver Back Office.

Description

You can only add house accounts in Silver Back Office and they must be lined to a customer record. When you create a house account, you can link additional customers to the house account.

In multi-site environments, house accounts must be added at the store level.

  1. In Silver Back Office, select CUSTOMERS > HOUSE ACCOUNTS.
  2. Select Add a House Account. The Add House Account dialog appears.
User-added image
  1. Type a name for the house account.
  2. (Optional) Enter an external ID for the house account. For example, if you already have an existing account number you want to use, enter that number here.
  3. Enter the maximum balance for the house account.
  4. Click Select owner to select an owner for the house account. A Select House Account Owner dialog appears. A house account must have an owner linked to it. Select the owner and tap Done.
  5. (Optional) Add notes for the house account.
  6. (Optional) Click Select customer to identify additional customers who can use the house account.
  7. (Optional) Click “X Customer” button to view which customers are currently associated with the house account.
  8. Enter the following information for the house account if you do not want to use the owner information or if the owner information did not include the following:
  • Enter the email address to associate with the house account.
  • Enter the phone number to associate with the house account.
  • Enter the address, city, state, and zip for the house account. This information appears on the statements you generate.
  1. Click Save Changes.

Article Currency

USD