Glance Card
Getting Started with Rundoo · Setup
A Statement, On Demand
A regular calls needing their statement now. Generate it for that one customer and send it, without waiting for the monthly run.
Do it in 4 steps
1
Get there
POS side, the Statement runs list.
Customers → Statement runs
2
Generate
Set the date range, pick the one customer.
+ Generate statements
3
Send
Open the run, check the customer.
Send selected statements
The whole routine
- Open Customers → Statement runs (or search "statement").
- Click + Generate statements, set the Date range.
- Search your customer, check their box, click Generate statements.
- Open the new run, check the customer, click Send selected statements.
- Preview, then Send statements to email, or Download to print.
The catch to remember
Generate, then send
Building the run does not deliver it. Sending is a separate step. And a manual run never adds finance charges.
Email or paper: emailing needs at least one contact with an email on the customer's file. No email? Use Download statements to save a PDF you can print and mail.
New to statements? Only charge-account customers get them, and it's safe to rehearse this in your practice store. It won't touch your real books or reach a real customer.
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