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Collect and Store Payment at the Account Level

The House Account feature simplifies your workflow and enhances the customer experience by allowing you to securely store a payment method...

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Written by Michelle Smith

The House Account feature simplifies your workflow and enhances the customer experience by allowing you to securely store a payment method for clients with recurring business. This eliminates the need to request payment each time they book an event or place an order.

Step 1: Create an Account for Storing the Payment Method

  1. Log in to the Ande Venue Portal.

  2. Navigate to Accounts in the main menu.

  3. Click Create Account.

  4. Complete the form and click Done.

You’ll now see the account listed under the Accounts tab.

Step 2: Invite the Client to Add and Authorize a Payment Method

  1. Locate the newly created account in your list.

  2. Click the copy icon next to the account
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  3. Paste the copied invitation link into your message or email to the client.

The link will direct your client to a secure page where they can input and authorize a payment method (credit card or ACH). They will also be asked to consent to Ande's credit card processing fees for future transactions.
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Once the client completes this step, you’ll receive an email notification. The payment method will be visible in the row of the corresponding account.
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Step 3: Charging a Stored Payment Method

To charge a stored payment method via the House Account:

  1. Go to Accounts and find the relevant account.

  2. Click Charge.
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  3. Enter the event or order details and click Continue.

  4. Fill in the Payment Details:

    • Select the stored payment method (if multiple exist).

    • Enter the amount, description, and optional customer comments.

  5. Click Submit.

The client will receive a payment confirmation email, and a reservation will be created to reference the event/order and its associated charges.

Charging an Additional Amount for the Same Event or Order

If you need to process a second charge for the same reservation, do this as you normally would:

  1. Navigate to the relevant Reservation.

  2. Click Charge at the top right.

  3. Select the payment method on file and proceed with the additional charge as usual.

Frequently Asked Questions

What types of payment methods can clients store?
Clients can store either credit card or ACH payment details.

If a client does business at multiple locations in my group, do I need to collect payment information again?
No. Stored payment methods are shared across all venues in your hospitality group, so there's no need to collect them again.

How will I know when a client has authorized a payment method?
All venue users who receive payment notifications via email will be alerted when a payment method is successfully authorized.

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