Please review House Account Version 2 articles if you see Version 2 in Settings > House Accounts.

In some situations, it can be necessary to reset a customer's Retail (R-Series) house account balance to $0. The steps below show how to clear out a house account balance or make an adjustment to the balance. Transactions can be finalized and then voided if it is necessary to redo the process. 

An account adjustment payment type will need to be created or unarchived to use for either process. The default Adjustment payment type will not suffice.

Adjusting house accounts with a deposit 

1. Start a new sale.
2. Attach a customer to the sale.
3. Click Payment.
4. Click Refund Deposit.
5. Select your Account Adjustment payment type as the deposit payment source. 
6. Enter the deposit refund amount.
7. Click Ok.
8. Finalize the sale.

Adjusting house accounts with a balance owing

1. Start a new sale.
2. Attach the customer to the sale.
3. Click Payment.
4. Click Make Payment.
5. Enter the payment amount in the window that appears.
6. Click Add.
   
7. Enter the payment amount next to your Account Adjustment payment type.
8. Finalize the sale.