House Accounts
Caution
Disclaimer: This article is currently under revision to include the latest updates and product changes. The finalized version will be published shortly.
This article explains how the House Account feature in Zenoti works and how businesses can use it to manage pay-later billing for members and families. It covers common business use cases, the process to close an invoice using a House Account, and how to configure and manage House Account limits at both the organization and guest levels, including the required role permissions.
Overview
The House Account feature in Zenoti provides a pay-later option that allows members and families to accumulate charges across services. Guests can book classes, purchase retail items, or add services without paying at the time of purchase. All charges are added to the House Account and settled together at the end of the billing period through a consolidated statement.
House Accounts are especially useful for recurring guests, families, and VIP members. By using House Accounts, businesses can reduce friction at checkout, offer greater convenience to members, and improve cash flow through a systematic billing process.
Business Use Case Scenarios
House Accounts support businesses that need flexible charging options while maintaining simple and consistent billing processes. The following scenarios describe common ways House Accounts are used.
Franchise Gyms with Recurring Memberships
House Accounts allow franchise locations to charge members for sessions or membership dues without requiring manual billing follow-up. Charges are applied automatically, which helps ensure accurate billing and consistent operations across locations.
Premium Studios with a Loyal Clientele
Premium and boutique studios can use House Accounts to remove the need for payment at every visit. Charges are recorded to the account and settled automatically, supporting a streamlined and convenient guest experience
Family or Group Billing Models
House Accounts simplify billing when one payer is responsible for multiple members. All charges are consolidated into a single statement with one payment, reducing billing complexity and improving clarity for both staff and guests.
Gyms Offering Retail, Personal Training, or Add-On Service
House Accounts allow businesses to charge for retail items, personal training sessions, and add-on services at the time of sale and collect payment later through statements. This supports upsell opportunities while keeping billing organized and predictable.
Close an Invoice Using a House Account
Front desk employees can close invoices using House Account as the payment mode.
Steps to Close an Invoice Using a House Account
Enter the member details in the Point of Sale (POS).
Select House Account as the payment mode.
View the available House Account limit in the top-right pane of the screen.
Add the required product or service to the invoice.
Close the invoice to complete the payment.
Verify the remaining balance in the member’s House Account.
Set House Account Limit
House Account Limit at the Organization Level
The organization-level House Account limit applies to all guests by default.
Example:
If an organization sets the House Account limit to $5,000, each guest starts with a default limit of $5,000 unless you override it at the guest level.
Configure the Organization-Level House Account Limit
To set the House Account limit for an organization, follow these steps in the MMS Admin portal:
Select the required organization.
Go to SETTINGS > General.
In the search field, enter Statements.
Open Statement Settings.
Ensure that Statements is enabled for the organization.
Scroll to Maximum amount guest can have in their household account (PPC Balance).
Enter the required amount.
Save the changes.
This value defines the maximum balance a guest can hold at your organization.
House Account Limit at the Guest Level
By default, guests inherit the organization-level House Account limit. You can customize the limit for individual guests from their profile.
Note: The guest-level House Account limit cannot exceed the organization-level limit.
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.
Enable Role Permissions
Go to Configurations.
Search for Security Roles.
Select the required role.
Open the PERMISSIONS tab.
Expand the Guest section.
Select the Allow editing house account 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.
Key Terms
House Account: A pay-later account that lets guests accumulate charges and pay later through statements.
Billing period: The time range during which charges are accumulated before a statement is generated.
Consolidated statement: A combined statement that includes all House Account charges for the billing period.
MMS Admin portal: The admin portal used to configure organization-level settings.
PPC Balance: The configured maximum amount a guest can have in their household account.
Security role: A set of permissions that controls what users can view or edit in Zenoti.