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House Account for (customer) screen

The House Account for (customer) screen allows the user to create, review, modify, and close a customer's house account.

Use the House Account for (customer) screen

1. Log In to the Data Center Application to display the Data Center ribbon menu.

2. Select a Customer.

   

3. Select Customer Admin > House Account from the main menu to display the customer's House Account for (customer) screen.

   

4. Complete the desired procedure(s) with onscreen features.

   Create Account button	Click the Create Account button to create a new account. Note: This button is available only if the customer does not have a house account.
   Transaction entry	Click a transaction to display its Transaction Detail and Payment Detail record.
   House Account Limit field	View or modify the account limit amount in the House Account Limit field.
   Close Account button	Click the Close Account button to close the account. Note: A house account cannot be closed if it has an outstanding balance.
   Update Account button	Click the Update Account button to update the account with the value entered in the House Account Limit field.

   • Maintain a Customer's House Account
   • Create a Customer's House Account
   • View a Customer's House Account Details
   • Edit a Customer's House Account Limit
   • Close a Customer's House Account