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The House Accounts report enables you to see a list of your house accounts, their maximum balance, and their last statement date. You can view a list of all house accounts or filter the report to view a specific house account.
  1. On the Reports menu, select House Accounts. The system generates a report with all house accounts.
  2. In the Report Preview toolbar, select a house account by which to filter your search results.
  3. Click User-added imagein the Report Preview toolbar to refresh the data. The report appears in the Report Preview screen.
User-added image
 
ColumnDescription
HeaderHeader includes:
  • The name and address of the store.
  • The name of the report.
The date range for the report
NumberThe external ID associated with the house account.
NameThe name of the house account.
EnabledIdentifies if the house account is enabled or not.
Maximum BalanceThe maximum balance for the house account.
AddressThe address for the house account.
Phone NumberThe phone number for the house account.
EmailThe email address for the house account.
Last StatementThe last date on which a statement was issued.