where would i create an estimate for a customer with a house account

Johnny-P-1968 — Sat, 20 Sep 2025 19:41:47 GMT

Re: where would i create an estimate for a customer with a house account

TheRealChipA — Fri, 22 Mar 2024 17:21:05 GMT

Hey @Johnny-P-1968. I need some more information in order to get you to a resolution.

First, let’s be sure we are using the same terms. In Square, a “house account” is basically a customer account where customers can charge things for a period of time and then they are invoiced regularly for the balance on the account. It is mostly used in food & beverage operations, but I’ve seen other business types use it as well for regular customers who we trust enough to pay their accounts on a, say, weekly or monthly basis. Is this what you mean by house account, or do you have another definition for that term?

Second, house accounts as I described them and as implemented by Square don’t work with estimates. This is because house accounts are actual completed transactions where payment was deferred. So I can’t think of a reason to estimate anything.

Please reply with your responses and I’ll take it from there!

thread where would i create an estimate for a customer with a house account in Payments Troubleshooting

where would i create an estimate for a customer with a house account

Re: where would i create an estimate for a customer with a house account