thread How can I make “house accounts” a payment option in dashboard? in Orders, Menu Items, Catalog & Fulfilment

How can I make “house accounts” a payment option in dashboard?

In2 — Sat, 20 Sep 2025 09:40:44 GMT

Per instructions I created “house accounts” as a payment option at the register. However when invoicing from the dashboard, I cannot select house accounts as payment option when in dashboard.

Can someone give me insight “how to” or an option that would work?

Re: How can I make “house accounts” a payment option in dashboard?

Donnie-M — Tue, 15 Apr 2025 11:37:48 GMT

@In2 Currently you can't use a house account to charge out an invoice because the way a house account gets paid is via invoice. You would only use the point sale for the transaction and then charge it to the house account and then invoice the customer. Invoices by nature are due when you send them or whatever time frame you put on it. How are you wanting your sale flow to work might be the better question?..

Re: How can I make “house accounts” a payment option in dashboard?

In2 — Tue, 15 Apr 2025 12:57:01 GMT

The issue is the majority of our customers are net 30 accounts. A large core of our customers are B2B, purchasing office supplies from our brick and mortar store. We’re using Square Retail to replace our industry specific POS/ERP.
We’ve synced Quickbooks Online to handle accounting and Webgility to push our transactions into QBO. Currently this is working great for sales receipts for credit cards and cash transactions. But currently net30 invoices (most of our transactions) don’t show up in Webgility to post to QBO unless they pay the auto forwarded invoice by credit card. Typically we send statements from QBO to our customers at the end of the month. I’ve got to find a way to get invoices created in Square to show up in QBO via Webgility.