The "In-House Accounts" screen provides you with a list of all of your In-House deals.
When you store a deal on the Deal Editor screen the deal will show up on this list if
you choose an In-House Finance vendor as the lienholder for the deal. Once a deal
shows up on this list you can access the
screen by selecting the
deal in the grid list and clicking the "Account Details" button. The first time
you access the Account Details screen the system will automatically create the
payment schedule for that record.
NOTE: You can delete the details for an In-House account any time without deleting the deal itself. If you click the "Delete Account" button it will delete only the payment history for the deal. If for some reason you need to edit the deal on the Deal Editor screen you will most likely delete the payment history first and then recreate it after the changes have been made.
TIP: If you have your own company already setup as a finance vendor you can recall that vendor record on the System Data screen and change the vendor type from "Lienholder" to "In-House Finance". By doing this the system will automatically create In-House accounts for all deals that have this vendor linked to it as the lienholder.