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.

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Where to Find House Accounts

To access House Accounts:

1. Log in to the Vori Back Office.
2. Go to Point of Sale in the left-hand menu, and select House Accounts.
3. 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.

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Create a New House Account

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

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

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Modify a House Account

Use Modify Balance when recording:

• Payments made outside the POS
• Offline charges
• Manual adjustments

To update:

1. Hover over the account and select Open.
2. Click Modify Balance.
3. Choose one of the following:
   • Add to Balance / Apply Payment → Reduces debt (positive number)
   • Subtract from Balance → Adds debt (negative number)
4. Enter a reason for the adjustment.
5. 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.

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Manage Account Status

Control how and when accounts can be used.

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To Suspend or Restore:

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

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To Deactivate:

1. Open the account.
2. Click Edit in House Account Details.
3. Select Deactivate Account.
4. Enter a reason.

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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.

1. Go to Point of Sale → House Accounts.
2. Open the account.
3. Click Edit.
4. Replace the Account Number with the Account Name and Address.
5. Click **Save Changes. **

This prints on:

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

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Charge a House Account at the POS

At checkout:

1. On the Payment screen, tap Other
2. Select House Account
3. Search for or select the account
4. Confirm the amount
5. Tap **Confirm Amount **

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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. **