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Square for Restaurants: How do I create house accounts?

Square for Restaurants: How do I create house accounts?

I am in my trial period for square resturaunt and so far my main concern is that I do not see anywhere to create house accounts.  I typically allow my loyal customers and employees to run ongoing house accounts.  I notice some of the questions on here have mentioned this since early 2018....any idea on an eta for this option?

 

1 Verified Answer
Verified Answer

Re: Square for Restaurants: How do I create house accounts?

I have house charge accounts for my employees & their balance is deducted from their paycheck. I have my staff pay as an “other” tender with a description that includes the employees name and HCA. From the dashboard you can view the transactions. I use QuickBooks online & enter the transactions as invoices on a their customer account. So, it’s all handled by the accounting software. I’d like to see house charge accounts handles like gift card accounts. The employee or customer basically gets a card and pays with it. There’s a running balance, accessible from the POS, dashboard, & a dedicated landing page. Then invoices could be sent directly from Square or sent to payroll as a deduction. Just a thought…

69 Comments
Beta Member

No thats only this thread, this issue has been going on for much longer than that haha.  I don't think they will be implementing house accounts as its not in their interest.  They don't make money off the transaction.

Beta Member

I know how to setup a customer but how do you "bill" items to a customer via the Square register? 

Alumni

To 'bill' a customer, you'll need to send and invoice to the customer via email with the items added. Head to the Invoices tap from the Register to do this. 

 

@square_marc

How do I set up house accounts?

Does square have an option to do an in house charge? We would like to offer payroll deduction to our customers.

Square Community Moderator

This is currently a feature request! I've merged your post to an existing thread so we can keep all the feedback in one place. Also, welcome to the Seller Community!!

Super Seller

@OCHGiftShoppe 
the best workaround at this point is to use the open ticket function for each employee and close out the ticket when figuring payroll 

We are in need of this feature as well!  It seems like there's been discussion about it being considered  in Square for Restaurants dating back to around 2018.  With as much activity as I've seen on it from sellers on the community, it seems clear there is demand.  With it now being mid-2021, I'm wondering if the writing is on the wall and Stripe is not going to deliver this functionality... ? 

Beta Member

I have house charge accounts for my employees & their balance is deducted from their paycheck. I have my staff pay as an “other” tender with a description that includes the employees name and HCA. From the dashboard you can view the transactions. I use QuickBooks online & enter the transactions as invoices on a their customer account. So, it’s all handled by the accounting software. I’d like to see house charge accounts handles like gift card accounts. The employee or customer basically gets a card and pays with it. There’s a running balance, accessible from the POS, dashboard, & a dedicated landing page. Then invoices could be sent directly from Square or sent to payroll as a deduction. Just a thought…