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House Accounts

The House Accounts report provides a list of your house accounts, their maximum balance, and their last statement date. You can view a list of all house accounts or filter the report to view a specific house account.

Results_CustomerReports_HouseAccounts.png

To run the House Accounts report:

  • Select Results > Customer Reports > House Accounts.
  • To refine your search, select a date or date range.
  • Click the refresh icon to refresh the report data.
ColumnDescription
HeaderHeader includes:
- The name and address of the store.
- The selected time period for the report.
- The name of the report.
NumberThe external ID associated with the house account.
NameThe name of the house account.
EnabledIdentifies if the house account is enabled or not.
Maximum BalanceThe maximum balance for the house account.
AddressThe address for the house account.
Phone NumberThe phone number for the house account.
EmailThe email address for the house account.
Last StatementThe last date on which a statement was issued.

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