MicroBiz allows you to keep a "House Account" for each customer, which means that customers can charge transactions to this account and MicroBiz will track their balance due. You can limit the amount customers can charge and even calculate finance charges if desired.

Figure 10-2 

To charge an invoice to a House Account:

  1. Open the Front Register.
  2. Load a customer.
  3. Load the desired items.
  4. Choose F9-Print to get to the Tender screen.
  5. For the tender type, choose "6 – Chg to Account" (charge to account), then click OK.
    • The transaction should be complete and the total should be added to the customer's balance due.

It is highly recommended that you DO NOT use the "Charge to Account" option for any refund/voids. Doing so can throw off your customer's house account!

  • Instead, it is recommended to use the "Store Credit" option for issuing credit.
  • If you wish to apply a return to a customer's balance due, it is recommended that you select a return tender other than "Charge to Account" and then use that tender to post a payment at the Front Register.

You can check a customer's current balance due (and set other restrictions) from the Edit a Customer window. There are a couple ways to get there...

  1. From the main menu: 
    1. Click on Customers | Add/Edit Customers.
    2. Select a customer, then click on Edit.
  2. From the Front Register: 
    1. Load a customer.
    2. Click on F8-Cust
    3. From The Edit a Customer window, choose the Account tab.

Figure 10-3

  • Balance Due – Displays the current balance due for this customer. 
    • It is possible to edit this figure here, but this is NOT RECOMMENDED. MicroBiz keeps track of balance due based on transactions processed at the Front Register, and any changes to this figure made outside the Front Register may be lost.
    • The balance due for the currently loaded customer will also be displayed on the right hand side of the Front Register.
  • House Account Limit – Displays the current maximum balance due that may be outstanding for this customer at any time. 
    • If set to zero (which is the default), then no limit will by applied.