House Accounts
The House Account feature in Zenoti provides a pay-later option that allows members to accumulate charges for products, services, and other business-related payments and settle the total amount later. Charges accumulate during a billing period. At the end of the cycle, Zenoti generates a statement summarizing all activity and calculating the amount due.
House Account is typically used in club-style environments, family memberships, and corporate billing arrangements where consolidated settlement is preferred over per-transaction payment.
Enable House Accounts
House Accounts functionality is not enabled by default. Contact your Zenoti representative to enable the House Account feature for your organization. After activation:
House Account appears as a payment method in POS.
The Statements section becomes visible in the guest profile.
Post charges to a House Account
Front desk staff can close invoices using the House Account for members and guests from the POS.
Navigate to Point of Sale (POS) from Appointment Book or Roster view.
Enter the basic details in the required fields on the POS to select the required member. You can opt for the first name or the contact number to easily find the member.
Select House Account as the payment mode.
If a limit is set at the member level, you can view the available limit for the member at the top-right section of the screen.
Add the required product or service to the invoice.
Close the invoice to complete the payment.
It is recommended to close invoices manually after selecting House Account as the payment method. If an invoice remains open, Zenoti automatically closes open invoices after the configured time interval. This does not charge the member’s saved payment methods, such as saved cards or ACH. The invoice amount is added to the members’ House Account and reflected in the statement.
Verify the remaining limit in the member’s House Account.
Note
Members can also use the house account to make payments through the webstore and CMA. While making a payment, they can select the House Account option.
Role Permissions required to edit House Account limits
To allow users to edit House Account limits at the guest level, assign the required security role permissions.
At the organization level, go to Configurations and search for Security Roles.
Select the required role.
Open the PERMISSIONS tab.
Expand the Guest Manager section.
In the Guests section, enable the following settings:
Allow editing house account limit checkbox.
Allow editing house account wallet limit checkbox.
Save the changes.
Change the House Account limit for a guest
To update the House Account limit for a specific guest:
Open the guest profile.
Select the House Account tab.
Click Set Spending Limit.
Enter the required amount.
Save the changes.
House Account limits
To set up the house account limit, contact your Zenoti representative.
The house account limit lets businesses control how much balance a guest can carry on their house account. You can set a default limit at the business level and adjust it per guest as needed. The system continuously recalculates the house account balance in the POS as items are added or removed. If the balance exceeds the configured limit, certain restrictions apply to prevent further credit usage until the dues are cleared.
Limit usage scenario
Consider the following scenarios to understand how the limits work for house accounts.
Scenario A: Wallet top-up mid-cycle
Guest A has a limit of $100, an outstanding balance of $80, and $0 in their wallet. They add $40 to their wallet. The wallet offsets the balance, bringing the effective outstanding amount to $40, which means Guest A can now avail services worth up to $60 rather than just $20.
Scenario B: Partial payment
Guest B has a limit of $100 and an outstanding balance of $100 with no wallet balance. Guest B makes a partial payment of $60, bringing the outstanding balance to $40. Guest B can now avail services or purchase items worth up to $60 again.
Scenario C: Limit increase
Guest C has a limit of $100 and an outstanding balance of $95. The front desk raises the limit to $150. Guest C can now avail services worth up to $55, as the total outstanding balance of $95 is deducted from the new limit of $150.
House Account limit behavior
Businesses can configure a default house account limit at the business level and increase or decrease it per guest.
The system dynamically calculates the house account balance in the POS as items are added or removed.
Limit enforcement and payments
When the balance exceeds the configured limit, guests are blocked from webstore bookings.
Guests can add wallet balance to bring the account back within the allowed limit.
Invoices that exceed the limit do not auto-close at day-end and remain open until settled using another payment method.
Exceptions and rules
House account limit validations do not apply in the POS for add-on members billed to a primary account.
Membership and package dues always close, regardless of the configured limit, to ensure membership remains active.
Note: The guest-level House Account limit takes precedence over the limit set for your organization during onboarding. This means the guest-level limit can be set higher or lower than the organization-level value. To change the organization-level limit for your business, contact your Zenoti representative.
Change House Account limit of a guest
By default, members or guests inherit the organization-level House Account limit. You can customize the limit for individual members from their profile.
Disable House Account
If your organization no longer wants to use House Account, you must request deactivation through your assigned Zenoti representative. House Accounts cannot be disabled from within the Zenoti application.
Before you begin
Ensure that all House Account balances are fully settled before submitting the request. The House Account cannot be disabled while:
Guests have outstanding balances.
Active statement cycles remain open.
Payments are in a pending or processing state.
Post deactivation considerations
After the House Account feature is disabled:
House Account no longer appears as a payment method in POS.
New transactions cannot be posted to the House Account.
Historical statements remain available in the guest profile for reporting and audit purposes.
Disabling the House Account does not delete past financial records. The data can be accessed from past invoices and statements data.