Add House Account

You can add an account to your house account processor from both the POS and the GoTab Manager Dashboard.

^Notes:

^{-A House Account processor is first needed to add a house account. Click here to learn how to add a house account processor.}

^{-To add an account, the control:payments user permission is required.}

Add House Account in POS

-Navigate to More--Settings--Processors in your POS.

-Choose the house account processor to add an account to. In this example, we're adding an account to our Physical Check processor.

-Choose whether you are setting up a Display House Account or User House Account

• • Display accounts are generally better suited if you want to limit a particular house account to specific displays, rather than the account being available for everyone on all displays.
  • User accounts are particularly good if you want the selected users to have the particular house account available everywhere, regardless of display.

In our example below, we're setting up a User house account--select all users and save.

In the example above, we now have user accounts for our Physical Check house account. These are global accounts for your location so all of the selected users are free to use this payment method. Generally speaking, starting the balance at $0 makes the most sense, particularly in this setup where we just need a payment method to close a tab to when a guest is paying with a check. 

The screenshots below show how a user house account appears, as well as a display account would show. The red highlighted accounts are users accounts and the yellow highlighted are display accounts.

When you click any form of PAY now in the POS, you will see the house account(s) shown as a payment method. In the screenshot below, a house account setup via the User setup is referenced as "personal" and an account setup as a display is shown as "drawer."

 Add House Account from Manager Dashboard

-Navigate to the Processors Page in your GoTab Manager Dashboard. 

-Click on Manage Accounts--Add Account on the house account processor we're looking to add an account for.

-Choose User or Display Account--Select User(s) and Save. 

Your house account is now good to go. If correctly configured, your house account(s) will now show for your users. 

Below is another example screenshot. In this screenshot, there are two house account types setup. The upper is just labeled "Knowledge Base" which is a user house account, and would be available on all displays for this particular user.

The lower house account is a display house account setup on the Office POS display. If no user accounts were setup, then the users added to the the lower house account would only see this house account on the Office POS display specifically.