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In-House Accounts

Revision History

Date
Description

08/27/2015

Updated Format.

08/27/2015

Divided into Verifone Commander and Sapphire sections.

12/15/2016

Added new functionality of Accounts and Subaccounts.

02/02/2017

Format updates.

04/21/2026

Removed Sapphire section.

Using This Feature Reference

This Feature Reference provides detailed information on how to configure and use the In-House Account features on the Verifone Commander.

This feature reference covers In-House Accounts in the subsections listed below:

  • Overview- This section contains a brief description, requirements and the supported hardware configurations for the In-House Accounts feature on the Verifone Commander.

  • Configuring- This section contains information on how to configure the In-House Accounts feature on the Verifone Commander.

  • Using- This section describes how to prepare the Verifone Commander for the In-House Accounts feature.

  • Reporting- This section contains a sample report with a detailed report description for the In-House Accounts feature on the Verifone Commander.

Overview

Feature Description

The In-House Account feature is a method of payment (MOP) used to purchase items when store credit has been extended to approved customers at the discretion of store management. In-House Accounts will only be displayed in a House Account list if certain conditions have been established in the House Account setup.

To apply the In-House feature, the cashier selects the In-House Account MOP at the point of purchase, and selects the appropriate House Account from the configured house account list that is displayed on the screen. The cashier will then follow mandated store policies and procedures for obtaining signatures and the appropriate handling of receipt copies.

The Point of Sales (POS) System logs the In-House transactions and records the sales data on the House Account, Cashier and Summary reports.

Supported Configuration

Hardware Requirements

  • Verifone Commander with Verifone C18 Point of Sale

Software Requirements

  • Verifone Commander base 43 software or higher

Feature Limitations

  • Does not enforce or limit purchases by the amount or type of product beyond the scope of the configuration settings in the MOP file.

  • Does not offer an alternative process when the appropriate account is not listed.

Configuring In-House Accounts

To configure the In-House Account feature:

1

Enable

Enable the House Account feature.

2

Configure

Configure House Accounts and Trigger functions.

3

Create

Create an In-House Method of Payment (MOP).

4

Set up

Set up the In-House MOP key for the POS terminals.

5

Train

Train users on the In-House Account process.

Configuring In-House Accounts

House Account Pay IN/Pay OUT Configuration

1

Open House Account configuration.

From the Configuration Client, go to Store Operations > House Account/Pay IN/ Pay OUT.

The House Account Configuration window displays.

2

Approved House Account.

Select [Add] to set up an approved House Account.

Delete: Allows an existing House Account record to be deleted.

3

House Account Parameters

Value
Description

House Account

Account Number

Determines the House Account ID. An alpha-numeric account number, up to twenty digits, MUST be entered.

Account Name

Indicates the name of the House Account. An alpha-numeric name, up to twenty digits, MUST be entered.

Accounts will be displayed to the cashier in order of account name followed by the account number, if configured. The clerk selects the appropriate from the line entries.

Options

Enabled

Enables the House Account.

Prompt for Sub Acct#

Enables the POS to prompt for a sub account number.

Value
Description

Trigger Function

The Trigger function flags determines when the House Account will be displayed.

In-House MOP:

The POS terminal will only display House Accounts in the Account list if the following conditions apply:

  • The In-House MOP is triggered.

  • The configured In-House account is enable.

  • The configured House Account includes the Trigger Function: “In-House MOP”.

Pay IN:

The POS terminal will only display House Accounts in the Account list if the following conditions apply:

  • The Pay IN action is being taken.

  • The configured In-House account is enable.

  • The configured House Account includes the Trigger Function: "PayIN”.

Pay OUT:

The POS terminal will only display House Accounts in the Account list if the following conditions apply:

  • The Pay OUT action is being taken.

  • The configured In-House account is enable.

  • The configured House Account includes the Trigger Function: "PayOUT”.

PayIN and PayOUT reflect cash added or removed from the cash drawer for non-sales and non-sales loan functions. The In-House feature will only list accounts if the above flags are set. These settings are determined by the network.

4

Repeat

Repeat for each House Account addition.

5

Save or Cancel

Select [Save] to accept, or [Cancel] to exit without saving changes.

This feature requires the cashier to select from a House Account list. It is advisable to create an account for use with unlisted accounts, accounts that may not yet be configured, and provide cashier training for the proper use of that account.

In-House MOP Configuration

1

Payment configuration.

From the Verifone Configuration Client, go to Store Operations > Payment.

2

MOP

From the Payment Management form, select the [MOP] tab.

3

Available Position

Select an available position from the MOP list.

4

Configure In-House Account MOP parameters.

Value
Description

MOP

Name

Enter [IN-HOUSE].

MOP Code

Select [18 - IN_HOUSE].

Min. Amount

Indicates the minimum amount <$0.00-9999.99> accepted.

Max. Amount

Indicates the maximum amount <$0.00-9999.99> accepted.

Limit

Sets the MOP limit <0.00 – 9999.99> to alert the cashier to make a safe drop .

#Additional Receipts

Indicates how many additional receipts <0-3> are required.

Tender Code

Sets the <value> for NACS tender code.

Tender Sub Code

Sets the <value> for NACS tender sub code.

5

House Account Options

Value
Description

Options

Force Safe Drop

Enables a safe drop message (if the Limit value is not 0.00).

Tender Amount Required

Requires the clerk to enter an actual (counted) drawer amount before selecting this payment type.

Allow Zero Entry

Allows a zero entry response when entering a drawer amount for this payment type.

Allow Refund

Permits a Refund transaction to be tendered.

Allow Safe Drop

Allows a safe drop for this payment type.

Force Ticket Print

Forces a receipt to be print for any transaction that includes this payment type.

Open Drawer On Sale

Opens the cash drawer when a transaction includes this payment type.

Cashier Report Prompt

Prompts a cashier to enter the actual (counted) drawer amount when printing a cashier report.

Allow Without Sale

Permits acceptance without purchase.

Allow Change

Allows the cashier to make change when amount or amount due is selected.

Allow Money Order Purchase

Permits the purchase of a money order with this payment type.

Delete

Removes the selected MOP.

6

Save or Cancel

Select [Save] to accept, or [Cancel] to exit without saving changes.

Configure In-House MOP Key on POS Terminal

After an In-House MOP has been created, assign it to a key on a POS touch screen.

1

Open Touch Screen

From the Config Client, go to Store Operations > Touch Screen.

2

Select Register

At the Select Register window, select the register to be configured.

3

Load Register

Click [Load].

The Load Register option allows for individual registers to be configured at a time. The Default register is never used for configuration.

4

Select Screen

Select the screen to configure and click [Load].

The Modify Screen will load for the screen selected.

5

User Panel tab.

Click the [User Panel] tab.

The User Panel is used to assign the touch screen menu keys for departments, functions, menus, method of payments and PLUs.

6

Select Key

From the Preview section, click an available [Key] to configure. The selected menu key highlights in Red.

The Legend identifies the Key Type. MOP Keys are dark green.

7

Button Color

Click [Select Button Color] and select [Dark Green].

8

Set the key type to MOP.

Select [MOP] for the Key Type.

9

Select the In-House MOP.

From the MOP drop down, select [In-House].

10

Apply Key Settings

Select [Apply].

11

Save or Cancel

Select [Save] to accept, or [Cancel] to exit without saving changes.

12

Test

Test the In-House MOP.

Configure PayIN / PayOUT Function Key on POS Terminal

To configure a PayIN or PayOUT function key on the POS touch screen, follow the procedures below.

1

Touch Screen

From the Verifone Configuration Client, go to Store Operations > Touch Screen.

2

Select Register

At the Select Register window, select the register to be configured.

3

Load Register

Click [Load].

The Load Register option allows for individual registers to be configured at a time. The Default register is never used for configuration.

4

Select Screen

Select the screen to configure.

5

Load Selected Screen

Click [Load].

The Modify Screen will load for the screen selected.

6

User Panel

Click the [User Panel] tab.

The User Panel is used to assign the touch screen menu keys for departments, functions, menus, method of payments and PLUs.

7

Select a menu key to configure.

Select an available [Menu Key] to configure. The key highlights in Red. The Legend identifies the Key Type. Function Keys are dark blue.

8

Set the button color.

Click [Select Button Color] and select [Dark Blue].

9

Set the key type to Function.

Select [Function] for the Key Type.

10

Select the PayIN function.

From the MOP drop down, select [PayIN].

If setting up a PayOUT Key, select Pay Out.

11

Apply the key settings.

Select [Apply].

12

Save or cancel the changes.

Select [Save] to accept, or [Cancel] to exit without saving changes.

13

Test the key functionality.

Using In-House Accounts

In-House Account Transaction No Sub Account

1

Enter the sale at the POS terminal.

2

Select the In-House MOP.

Press the [In-House] MOP. A list of In-House Accounts displays.

3

Select the In-House Account.

Select the In-House Account or enter it manually.

The transaction completes and the receipt prints with the House Account and transaction information.

4

Endorse the receipt.

The buyer endorses the receipt for House Account reconciliation.

Receipt Details:

  • HEADER: Receipt header for the In-House purchase.

  • STORE NAME: Store alias and location.

  • DESCRIPTION: Description of the items purchased.

  • QTY: Number of items purchased.

  • AMOUNT: Cost of the item purchase.

  • SUBTOTAL: Sum of purchased items before tax.

  • TAX: Levy imposed on items purchased.

  • TOTAL: The entire amount of the purchase.

  • IN-HOUSE: Identifies the In-House amount portion of the total purchase.

  • HOUSE ACCOUNT: Identifies the In-House Account information.

    • ACCOUNT: The House Account Number affiliated with the purchase.

    • NAME: The House Account Name affiliated with the purchase.

    • Buyer’s Signature ID: House Account Signature.

  • TRAILER: Message printed on the bottom of the receipt.

  • ST#: Store location number.

  • TILL: Till Identifier.

  • DR#: Drawer number.

  • TRAN#: Transaction number.

  • CSH: Cashier number.

  • DATE: Transaction Date.

    • MM/DD/YY: Date of purchase in month, day, and year format.

  • TIME: Transaction Time.

    • HH:MM:SS: Time of purchase in hour, minutes, and seconds.

In-House Account Transaction with SubAccount

1

Enter Sale

Enter the sale at the POS.

2

Select the In-House MOP.

Press the [In-House] MOP. A list of In-House Accounts displays.

3

Select the In-House Account.

Select the In-House Account or enter it manually.

A message displays indicating Enter Sub Acct #.

4

Enter the sub account number.

Enter the [Sub Acct #] for the In-House account.

5

Confirm the entry.

Select [OK].

6

Endorse the receipt.

The buyer endorses the receipt for House Account reconciliation.

In-House Receipt Details:

  • HEADER: Receipt header for the In-House purchase.

  • STORE NAME: Store alias and location.

  • DESCRIPTION: Description of the items purchased.

  • QTY: Number of items purchased.

  • AMOUNT: Cost of the item purchase.

  • SUBTOTAL: Sum of purchased items before tax.

  • TAX: Levy imposed on items purchased.

  • TOTAL: The entire amount of the purchase.

  • IN-HOUSE: Identifies the In-House amount portion of the total purchase.

  • HOUSE ACCOUNT: Identifies the In-House Account information.

    • ACCOUNT: The House Account Number affiliated with the purchase.

    • NAME: The House Account Name affiliated with the purchase.

    • SUB ACCT#: An additional account number assigned to the House Account.

  • ST#: Store location number.

TILL: Drawer number of the

  • DR#: Drawer number.

  • TRAN#: Transaction number.

  • CSH: Cashier number.

  • DATE: Transaction Date.

    • MM/DD/YY: Date of purchase in month, day, and year format.

  • TIME: Transaction Time.

    • HH:MM:SS: Time of purchase in hour, minutes, and seconds.

Pay IN Transaction No Sub Account

There is no change in existing behavior when a House Account is not configured. POS will prompt for In-house account and cashier can enter account number to complete the transaction.

1

Pay In

Select [Pay In].

2

Confirm

A message prompts “IN-HOUSE ACCOUNT? [Y/N]” > select [Yes].

An “Enter Reference Number” prompt will trigger if [N] is selected with the "House Account [Y/N]" prompt.

3

Review

A Property File setting exist in System Properties that will override this prompt "IN-HOUSE ACCOUNT?” and assume [Yes].

This means the system will not ask if a Pay In or Pay Out is a house account, but will assume Yes when these softkeys are triggered.

To set the override:

1

System Properties

Go to Verifone Configuration Client > Initial Setup > System Properties.

2

Override Property

Scroll down the alphabetical list and select [force.InHouse.PayInOut].

3

Set Property

Enter [Yes].

4

Save Property

Click [Save].

4

Pay In Amount

Enter the PAY IN <Amount> and select [OK].

5

Select the In-House Account.

Type or select the <In-House Account #> from the PAY IN List.

6

Confirm

Select [OK]. The transaction completes and a receipt prints with the recorded transaction.

PAY IN Receipt

Pay IN Transaction with Sub Account

There is no change in existing behavior when a House Account is not configured. POS will prompt for in-house account and cashier can enter account number to complete the transaction.

1

Pay In

Select [Pay In].

2

Confirm

A message prompts “IN-HOUSE ACCOUNT? [Y/N]” > select [Yes].

The Pay In “IN-HOUSE ACCOUNT (Y/N)” prompt will not display if force.InHouse.PayInOut in System Properties is set to [Yes].

An “Enter Reference Number” prompt will trigger if [N] is selected with the "House Account [Y/N]" prompt.

3

Pay In Amount

Enter the PAY IN <amount>.

4

Confirm the amount.

Select [OK].

5

Select the In-House Account.

Type or select the <In-House Account #> from the PAY IN List.

6

Confirm the account.

Select [OK].

7

Enter the sub account number.

Enter the Pay IN <Sub Acct #>.

8

Confirm the sub account.

Select [OK]. The transaction completes and a receipt prints with the recorded transaction.

PAY IN Receipt

Pay OUT Transaction No Sub Account

1

Select Pay Out.

Select [Pay Out].

2

Confirm the Transaction

A message prompts “IN-HOUSE ACCOUNT? [Y/N]” > select [Yes].

The Pay Out “IN-HOUSE ACCOUNT (Y/N)” prompt will not display if force.InHouse.PayInOut in System Properties is set to [Yes].

An “Enter Reference Number” prompt will trigger if[N]is selected with the "House Account [Y/N]" prompt.

3

Enter Amount

Enter the PAY OUT amount and select [OK].

4

Select

Type or select the <In-House Account #> from the PAY OUT List.

5

Confirm

Select [OK]. The transaction completes and a receipt prints with the recorded transaction.

Pay Out Receipt

Pay OUT Transaction with Sub Account

1

Select

Select [Pay Out].

2

Confirm

A message prompts “IN-HOUSE ACCOUNT? [Y/N]” > select [Yes].

The Pay Out “IN-HOUSE ACCOUNT (Y/N)” prompt will not display if force.InHouse.PayInOut in System Properties is set to [Yes].

An “Enter Reference Number” prompt will trigger if [N] is selected with the "House Account [Y/N]" prompt.

3

Enter Amount

Enter the PAY OUT amount and select [OK].

4

Select

Type or select the <In-House Account #> from the PAY OUT List.

5

Confirm

Select [OK].

6

Enter Account

Enter the PAY OUT <Sub Acct #>.

7

Confirm

Select [OK]. The transaction completes and a receipt prints with the recorded transaction.

Pay Out Receipt

Reporting

House Account Report

The House Account Report has a new section “Pay Out House Accounts” for Pay Out transactions.

Report Details:

  • TITLE: House Account Activity

  • STORE NUMBER: Store number pulled from Configuration Client > Store Operations > Sales > Store Number.

  • LOCATION: Location ID.

  • PERIOD INFORMATION

    • OPEN PERIOD:

      • YYYY/MM/DD: Date of Open Period in year, month, day format.

        • HH:MM:SS: Time Open Report is run in hour, minutes, and seconds.

    • CLOSED PERIOD:

      • YYYY/MM/DD: Date of Closed Period in year, month, day format.

        • HH:MM:SS: Time Closed Report is run in hour, minutes, and seconds.

  • HOUSE ACCOUNT SALES AND REFUNDS

    • ACCOUNT #: House Account assigned number.

    • NAME: House Account name or identifier.

    • COUNT: Number of transactions for each type of sale or refund.

    • AMOUNT: Total Amount charged for each type of sale or refund.

    • TOTAL: Total amount of House Account sales and refunds.

  • PAY IN HOUSE ACCOUNTS: Cash added to the drawer that is not associated with either sales or the safe loan function (Pay IN).

    • ACCOUNT #: The House Account Number affiliated with the purchase.

    • NAME: The House Account Name affiliated with the purchase.

    • AMOUNT: The cash amount added to the drawer for the Account Pay INs.

    • TOTAL: The total cash amount added to the drawer for all Account Pay INs.

  • PAY OUT HOUSE ACCOUNTS: Cash taken from the drawer that is not associated with sales, refunds or safe drops (Pay OUT).

    • ACCOUNT #: The House Account Number affiliated with the purchase.

    • NAME: The House Account Name affiliated with the purchase.

    • AMOUNT: The cash amount taken from the drawer for the Account Pay OUTs.

    • TOTAL: The total cash amount taken from the drawer for all Account Pay OUTs.

Summary Report

The Summary Flash Report provides an overview of all sales from the beginning of the current period up to the time the Flash Report prints.

Report Details:

  • TITLE: SUMMARY REPORT

  • SUMMARY

    • MOP SALES: Total sales amount by method of payment.

    • NET SALES TOTAL: Total amount tendered after cancellations and refunds are deducted.

    • PAYMENT OUT: Total amount of non-sales transactions that removed money from the drawer. The total is in parentheses because the number is negative.

    • PAYMENT IN: The total amount of non-sales transactions that added payment to the drawer.

    • TOTAL TO ACCOUNT FOR:

      • Net Sales Total

      • Payment Out

      • Payment In

  • CASHIER DETAILS

    • MOP SALES

      • CASH: Summary of cash sales.

      • IN-HOUSE: Summary of House Account sales.

      • TOTAL MOP SALES: Total sales by method of payment.

    • MOP CANCEL/REFUNDS

      • TOTAL MOP CANCEL/REFUNDS: Total amount of cancelled or refunded transactions. The total is in parentheses because the number is negative.

    • PAYMENT OUT: Summary of transactions removed from the drawer.

      • IN-HOUSE: Summary of House Account pay outs.

      • TOTAL PAYMENT OUT: Total pay out amount.

    • PAYMENT IN: Summary of non-sales payment added to the drawer.

      • IN-HOUSE: Summary of House Account pay ins.

      • TOTAL PAYMENT IN: Total pay in amount.

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