Hi Sellers! 👋
Let your frequent, trusted customers keep a running balance with you. Collect payment at a later time by sending an invoice, or even setting up automatic payments.
What’s new in this update?
With house accounts, you can deliver a more convenient experience by creating a running bill that customers can pay later with automatic invoices.
- Check out like any other sale.
- Simply charge the purchase to the customer’s house account on your POS so the sale gets recorded and inventory gets updated automatically.
- Get paid on time.
- Set up recurring invoices to send on schedule so customers can easily pay their balance online with a credit card or ACH payment. For wholesale customers who buy in bulk, you can apply discounts to the whole invoice or individual items.
- Manage and track accounts easily.
- Set spending limits and lock, unlock, or archive accounts quickly from your Square Dashboard or point of sale.
How to access the new features
Get started by creating a house account for your customers. To create individual house accounts for your customers:
- Log in to your online Square Dashboard and click Payments > House accounts.
- Click Create House Account.
- Select the customer for the account and the business location.
- Optional: Add an account name and notes.
- Enter a spending limit.
- Select the customer’s preferred billing method.
- Click Save.
After you have created your first house account, make sure that you can check your customers out by charging to their house account by adding House Account as a payment option type from your Square app.
To add House Accounts as a payment option in the Square app:
- Open your Square Point of Sale app and tap ≡ More > Settings > Checkout.
- Tap Payment.
- Find House Account.
- Drag and drop within the list to reorder your payment options.
Benefits of the new features
House Accounts are a great way to create a more convenient checkout experience for your most loyal or frequent customers who need to defer payment to a later date on a regular basis.
Some ways you can use House Accounts at your business:
- Restaurants
- Catering and event customers
- Frequent diners or club members
- Retail
- Frequent shoppers with standing orders or subscription customers
- Clients or other businesses that order products or services from your business on a regular basis
Get started
- To learn more about Square House Accounts, visit our Support Center.
- To get started, create a House Account.
Questions or feedback? Leave a comment below! 😊