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Processing charges and payments towards house accounts

Please review House Account Version 1 articles if you see Version 1 in Settings > House Accounts.

House accounts allow you to keep track of charges and payments in one place, for each customer. There are multiple, flexible ways to process charges and payments towards house accounts.

Charging house accounts within Lightspeed Golf

House accounts can be charged as a payment method in Lightspeed Golf for reservation, subscriptions, and package fees. 

Charging a house account for reservation fees

Customers can have their reservation fees charged to their house account by selecting one of the included customers' house accounts as the payment method. You can click Paid By to adjust which house account, select the House Account button, and click Take Payment.

You can learn more about charging house accounts for reservation fees from our help center article.
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Charging a house account for subscription fees 

Customers can use their house account as a payment method for subscription fees. This also allows recurring subscription fees to be automatically charged to a house account according to the payment strategy. 

You can learn more about charging subscriptions to house accounts from our help center article.

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Charging a house account for package fees

Customers can use their house account as the payment method for package fees by selecting Register as the payment method in Lightspeed Golf. Then, select the House Account custom menu button at the checkout screen in Lightspeed Retail.

You can learn more about charging for package fees through the register from the section below.

Charging house accounts from Lightspeed Retail (R-Series)

House accounts can be charged from Lightspeed Retail using a House Account Charge custom menu button.

To charge house accounts from Lightspeed Retail:

  1. Open a sale to get to the Register.
  2. Attach a customer to the sale.
  3. Add products to the sale.

    Products such as packages and reservation fees may be automatically included in the sale if processed through the Register from Lightspeed Golf.

  4. Select your House Account Charge custom menu button.
    golf-ha2-about-button.png
  5. Adjust the amount to charge the house account, if necessary. Clicking MAX will set the amount to include all products included in the sale.
  6. Click Charge to account.
    golf-ha2-$-retail.png
  7. Once back at the open sale, click Payment.
  8. Process payments for any remaining amounts to other payment methods, if necessary.
  9. Click Finish Sale.

After the sale has been finalized in Lightspeed Retail, the charge will appear on the house account statement in Lightspeed Golf after refreshing the page.

Processing payments

Lightspeed Golf allows you to process payments towards a house account balance to pay off an amount due, or to add a deposit.

To pay towards a house account balance:

  1. In Lightspeed Golf, navigate to the customer’s profile.
  2. Select the House Account tab.
  3. Open the customer's house account and click Make Payment.
    golf-ha2-$-payment.png
  4. Select the appropriate Payment Method for the payment.
  5. Adjust the amount to process, if necessary.
    golf-ha2-paymentmethod.png
  6. Click Confirm.

The payment processed will now appear in the Payments History below the customer's monthly statements and will reduce the amount due, or add a deposit to the balance, accordingly.

What's next?

Refunding house account transactions

Managing refunds for house account transactions.

Learn more

Reviewing house account reports

Information about reports to access for house account activity.

Learn more

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