Adding Payment/Refund to House Account

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The article below will show you how to add payment or refund to your House Account.

To learn more about House Account and its functionality, check the article House Account Overview.

Adding Payment to House Account

In order to add the payment to house account, follow the steps below:

1. Go to House Accounts page and click on House Account where the payment should be added

2. Click 'Add/Refund Payment' button and select 'Add Payment'

3. Enter Payment Type
4. Enter amount
5. Choose the date of transaction
6. If you have selected credit card as payment type - select credit card type
7. If you want to enter and store credit card details, check the box
8. Enter the notes
9. Click 'Add Payment'

The actions described above will add the payment as a record and won't charge the card through our system automatically.
If you have payment processing enabled - you will see an option to 'Process Payment' which will actually charge the credit card.

You may void the payment (delete the record) by clicking the "x" sign next to it.  Please note: Cash payments can't be voided after 24 hours.

Adding refund to House Account

In order to add the refund to house account, follow the steps below:

1. Go to House Accounts page and click on House Account where the refund should be added

2. Click 'Add/Refund Payment' button and select 'Refund Payment'

3. Select Payment Type
Choose Refund Type
4. Capture/Note Existing Refund - will add refund as a record to your house account, won't refund previously charged amount to credit card
5. Refund Payment Gateway Transaction - will actually process refund to previously charged credit card through Myfrontdesk (will only be active with payment processing option enabled)
6. Enter the refund amount
7. Select the date
8. Enter the notes
9. Click 'Add Payment'

Refund will appear on House Account in blue color

It's not possible to delete a refund!

When a payment or refund is added to a House Account for a future date, the payment currently does not appear until it posts (on the date it is scheduled for).

After new release all pending future payments will appear on the House Account.

To display future payments, choose this date in the filters and click 'Apply'.

Now you will see pending payments for future dates.

Have more questions? Contact Support

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