House Accounts allows you to create one or multiple accounts to register transactions for items that are not connected to any specific room, guest, or reservation, like walk-in guests consumption, for example.
This article offers a general overview of the House Account feature on Cloudbeds PMS.
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How it works
Access Cloudbeds PMS to create a new House Account.
Once created, you can register refunds, adjustments, taxes, or items not related to any reservation. The table with payments, adjustments, voids, and refunds is easy to filter, and the transactions are displayed in different colors according to their type.
Example scenario:
There's a bar at your property that is open to your guests and also to people not staying with you. When someone orders an item that cannot be added to a reservation, or the item is ordered by a person who isn't staying in your hotel, you may add the item to a House Account.
Things to note:
- You cannot delete a House Account. Users with the specific permission enabled may only close the account.
- If you have payment processing connected, you can charge or refund the credit card used for a purchase added to the house account.
- House Accounts are not designed to register accounts payable/supplier payments (e.g., water/electricity bills, staff salary).
- It is not possible to remove saved credit cards from a House Account.
Manage House Accounts
Create and Edit House Accounts
Create House Accounts
- From the Main Menu
, go to the House Account
section and click +New House Account.
- Enter the House Account title.
- Choose whether you want the house account available only to you.
- If selected, only you will be able to access this house account. Other users will not see it.
- Click Add House Account.
- The House Account will appear on the Main Page.
Edit House Accounts Name
- Click the pencil icon to Edit the house account.
- Edit the House Account name.
- Click Save.
Open/Close and Filter House Accounts
Open/Close House Accounts
- Go to the House Account page and click on the desired House Account.
- Click the Status button and select Open or Close to change the status.
Filter House Accounts
Use the Filter on the main page to search for a House Account by status:
Add or Refund Payments
Add or refund payments to your House Account based on your property requirements. See this article to learn how.
Add Items and Adjust Charges
Add items and adjust charges in your House Account by following the steps described in this article.
Learn more about Items and Services.
Using House Account and Poster POS Integration
Visit the Poster POS Connection Guide to learn more on how to integrate with Poster.
If you are using Poster POS integration connected to your Cloudbeds PMS:
- You can post transactions directly from Poster in the House Account. All orders which were not assigned to a guest will be sent to the House Account.
- As soon as you close an order, it will appear in the House Account. When you close the shift, Poster will close the House Account.
- If you use cash shifts within Poster, Poster will create one House Account per shift for each location you have created.
- Example: You have two locations in one account - My Coffee House and My Awesome Bar. Poster creates separate house accounts as shown below:
- If you don't use a cash shift, Poster will divide your sales by calendar days.
Limitation with Payment Processing
If you have a Payment Gateway connected to your Cloudbeds PMS, Poster currently has a limitation when posting transactions paid via Credit Cards.
Poster will post both the debit and the credit on your House Account, which can cause duplicated payments.
Example:
- A customer (external guest) orders an item.
- The property employee takes the order, closes the payment at Poster POS, and chooses a credit card as the payment type.
- Poster will add the debit and the credit to your House Account.
- If the customer wants to pay with a credit card, the property employee should charge them through Payment Processing.
To avoid duplicate Payments, you must void the credit posted by Poster and add the payment using Payment Processing.
Click here to learn how to Void Transactions in House Accounts.
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