How Do I Setup A House Account Payment Option?

House Account General Information:

Allowing your customer to pay with a House Account is a manual feature in our system. You will need to activate a registered customer's account or create the customer an account in the system and activate that account to be able to pay with the House Account payment option. A customer that uses Guest Checkout will not be able to pay with House Account AND they will not even be shown the option, only Registered Customers that have been "allowed/enabled" will see the option at checkout.

If you choose to allow the House Account Payment Option, you will need to bill your customer outside of the system. We do not have a feature that can manage house account paid orders.

Instructions to enable House Account payment for a Customer Already Registered In the System

(If the customer is not registered, please scroll down to "Instructions for Non-Registered Customers)

1. Login to your account manager.

2. Click Customers link in the top black bar.

3. Click a letter (i.e. W) or search for your customer's name (i.e. Walters).

 4. Click on the Customer Name link on the left side.

 5. On the next page, you will be presented with the customer's information, total sales, and a list of their previous orders.

 6. To make the customer Tax Exempt, click on the green button Make tax exempt.

7. Click Edit these details button, and update customer info if necessary.

8. Scroll down to the bottom of the page and locate Can pay with house account.

 9. If you want to allow this, then check the box, and click Save This Information.

Enable Pay by House Account Setting

1.  Login to your eHungry account manager.
2.  Click on Restaurant Manager tab, and then select Restaurant Locations. 
3. Select a location, and then click on Edit/View Additional Details for this Location.
4. Select the Settings and Payment tab. 

   5.  Scroll down the page and locate Payment Settings.
   6.  Check the box next to Pay by House Account to enable this setting.   

Instructions to enable House Account payment for a for Non-Registered Customer

If you wish to create an account for the customer, rather than have them create one directly through your online ordering, follow the steps outlined below.

1. Login to your account manager.

2. Click Customers link in the top black bar.

3. Click the Create New Customer button (near the mid top left)

4. Complete the customer's information, including a password.

5. Scroll down to the bottom of the page and locate Can pay with house account.

6. If you want to allow this, then check the box, and click Save This Information.
   
7. Please double-check that the system doesn't return an error, such as a field "required" or the password did not match the "rules." While this option is rarely used, sometimes bugs will appear out of nowhere. Make corrections if necessary, and then click Save This information.
       
8. Confirm that once you have a box at the top of the page that it says the info was saved.

9. Double-check that the customer has been permitted to pay with house account, by following steps #1 - 4 for a customer already registered (see above).  

10. On the customer's details page, confirm there is a Yes next to Is Permitted to Pay with House Account.

Last but not least, enable the Pay by House Account setting. The steps are outlined above under the Enable Pay by House Account Setting section.