House Account Billing | How to Track House Accounts Billing Preference

Modified on Mon, 02 Mar 2020 at 02:13 PM

House accounts can be billed by email or print. All house accounts default preference will be print, but if they'd like to opt for email, mark their preference as shown below so that you're reminded of the preference when running billing.  Note this reminder if for your reference, it will not automatically send statements/invoices - it is just a reminder for you! 

How to Note House Accounts that Prefer E-mail Billing

There are 2 places where you can note their preference.

  1. On the Take Order page, just add the house account to the order and check the box for 'Prefers Bill by Email'
  2. On the Customer Detail, go to Orders > Customers >Search for customer and Select to View Customer Detail > Select House Account from the left menu and you'll see the checkbox for "Prefers Bill by Email".


How to View House Account Billing Preference

Navigate to Reports > House Account to view the 'Preference' column which shows if house account prefers Print or Email (note all house accounts default billing preference is  print.)

To run billing, click the 'Preference' column to sort your list based on preference, then check the boxes next to all who prefer 'Print' and select 'Print Selected Statements.'

Then email the house account who prefer email billing by clicking their name and selecting 'Email Statement.'

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article