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


House accounts are created and managed in the Back Office and are linked to at least one customer record. In multi-site environments, house accounts are added at the store level.

  1. In the Back Office, select CUSTOMERS > HOUSE ACCOUNTS.
  2. Select Add a House Account. The Add House Account dialog appears.User-added image
  3. Type a name for the house account.
  4. (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.
  5. Enter the maximum balance for the house account.
  6. 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.
  7. (Optional) Add notes for the house account.
  8. (Optional) Click Select customer to identify additional customers who can use the house account.
  9. (Optional) Click “X Customer” button to view which customers are currently associated with the house account.
  10. 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:
  11. Enter the email address to associate with the house account.
  12. Enter the phone number to associate with the house account.
  13. Enter the address, city, state, and zip for the house account. This information appears on the statements you generate.
  14. Click Save Changes.
 
Customer Support Article

Managing House Accounts

  • September 19, 2016
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Summary

Learn how to manage House Accounts in the Back Office. This article covers adding a house accounts and assigning customers to house accounts.

Title

Managing House Accounts

URL Name

Managing-House-Accounts

Summary

Learn how to manage House Accounts in the Back Office. This article covers adding a house accounts and assigning customers to house accounts.

Article Record Type

0120W000001QFNF

Publication Status

Online

Validation Status

Not Validated

Last Modified By

005d0000003gwXe

Description

House accounts are created and managed in the Back Office and are linked to at least one customer record. In multi-site environments, house accounts are added at the store level.

  1. In the Back Office, select CUSTOMERS > HOUSE ACCOUNTS.
  2. Select Add a House Account. The Add House Account dialog appears.User-added image
  3. Type a name for the house account.
  4. (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.
  5. Enter the maximum balance for the house account.
  6. 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.
  7. (Optional) Add notes for the house account.
  8. (Optional) Click Select customer to identify additional customers who can use the house account.
  9. (Optional) Click “X Customer” button to view which customers are currently associated with the house account.
  10. 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:
  11. Enter the email address to associate with the house account.
  12. Enter the phone number to associate with the house account.
  13. Enter the address, city, state, and zip for the house account. This information appears on the statements you generate.
  14. Click Save Changes.