House Accounts

Enabling BloomNation's "House Accounts" allows customers to complete checkout on your website without providing credit card information at the time of purchase. You can then invoice them separately, at a later date. 

To setup House Accounts:

Email our Support Team at [e-mail] . We'll enable this feature for you and email you with next steps!

 

Note:

If you have a list of House Account clients you'd like us to import for you, simply attach a spreadsheet to the email with the following information: 

• House Account ID
• Customer Email Address

 

How do I add customers to House Accounts?

From the Customers tab in your BloomNation dashboard:

Right click image and "Open in a new tab" for a larger view

 

What does this look like for my customer?

When the customer gets to the payment screen, they'll still see the credit card fields by default, but there's a toggle above that section to switch to using your house account:

Once they've checked "Charge House Account" at the top, they'll be able to proceed! 

 

Note:

If your customer arrives at the payment screen and doesn't see the "Charge House Account" option, may not actually be logged in or have logged in with the wrong account.

 

Tax Exempt Customers:

For more information on setting specific customers to a "Tax Exempt" status, allowing them to bypass tax at checkout, see here!