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Currently, I am recommending that each store create 2 Dining options:
- Catering
- Catering (Tax Exempt)
Along with the dining option of Catering (Tax Exempt), each store needs to create a Tax Exemption rule. I'm guessing that EZCater collects sales taxes for every state? Anyway, this provide two benefits:
- You can view your catering sales by using Display by Dining Options
- You have a simple way to make the ticket tax exempt
Ellijay currently uses house accounts. 1 for generic and 1 for EZCater. You can set up to a $50k limit for each house account. If you set it for $10K then that forces the account holder to make payments once they reach their limit or their house account cannot be used.
Here is an example of the house account at Ellijay
Transactions

Collecting a Payment

Processing a Payment

Payment Details

As far as accounting, someone has to go into the accounts and Collect a payment. That's where it gets complicated! When did the Generic or EZCater house account actually make a payment that was received by the store etc. From an operations perspective the house accounts can work good but from an accounting perspective check with your accountant.
I think it is worth seeing if the House accounts and associated features can fit the business needs.
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