Create and Manage House Accounts

House Accounts give your most trusted customers the flexibility to pay on a schedule you define. Instead of settling up at checkout, they charge purchases to their account and pay later — simple, controlled, and easy to manage inside Vori.

Where to Find House Accounts
Create a New House Account
Modify a House Account
Add Name and Address to Receipts & Statements
Charge a House Account at the POS
House Account Statements & Reporting

Where to Find House Accounts

To access House Accounts:

Log in to the Vori Back Office.
Go to Point of Sale in the left-hand menu, and select House Accounts.
The House Account table includes House Account details:
1. Account No.: Unique ID number for the account.
2. Balance: Total accrued debit or credit. Balances typically run negative to reflect debt owed (e.g., -$99.00).
3. Last Used: Date and time of the last transaction linked to the account.
4. Account Status: Controls visibility and usage at the POS.

Create a New House Account

From the House Accounts page, click Create New House Account.
Fill in all required fields marked with an asterisk (*).
Click Create House Account to save.

✏️ Note: Information like phone number and email is optional and can be added later.

Modify a House Account

Use Modify Balance when recording:

Payments made outside the POS
Offline charges
Manual adjustments

To update:

Hover over the account and select Open.
Click Modify Balance.
Choose one of the following:
- Add to Balance / Apply Payment → Reduces debt (positive number)
- Subtract from Balance → Adds debt (negative number)
Enter a reason for the adjustment.
Click Update Balance.

💡Tip: House Account payments are collected outside the POS. Make it a habit to review balances in the Back Office to manage delinquent accounts and protect cash flow.

Manage Account Status

Control how and when accounts can be used.

Status	POS Access	Balance Changes
Active	Can be used	Yes
Suspended	Cannot be used	Yes
Deactivated	Hidden by default	No (must reactivate first)

To Suspend or Restore:

Open the account.
Click Suspend Account (or Restore).
Enter a reason.

To Deactivate:

Open the account.
Click Edit in House Account Details.
Select Deactivate Account.
Enter a reason.

Add Name and Address to Receipts & Statements

Want House Account details printed on receipts and statements?

Use the Account Number field as a custom label.

Go to Point of Sale → House Accounts.
Open the account.
Click Edit.
Replace the Account Number with the Account Name and Address.
Click Save Changes.

This prints on:

The bottom of POS receipts.
The header of House Account statements.

Charge a House Account at the POS

At checkout:

On the Payment screen, tap Other
Select House Account
Search for or select the account
Confirm the amount
Tap Confirm Amount

House Account Statements & Reporting

Statements: Go to Reports > Finances and click House Account Statement.
- You can filter by date and account, then Export a copy to print or email to your House Account shopper.
End of Day: Transactions appear in the End of Day Report and Sales Overview Report under Store House Accounts.