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The Rundoo Primer

Billing, All in One Place

Add or change your payment method, view your agreement, and find your invoices, all in one place.

Step-by-step walkthrough 2 min read Companion to the 3:51 video

Do this

Billing, step by step

  1. Open Admin, then Billing

    In Rundoo, click Admin, then click Billing in the left sidebar under Settings. This is your billing home, where your payment method, invoices, and agreement all live.

    Rundoo Billing page with the payment method banner, an Invoices table, and an Agreements table
    The Billing page, under Admin in the left sidebar.

  2. Add or change a payment method

    Click Add payment method, or Change payment method if one is already saved. Choose a US bank account or a card, enter your details, and click Save. Rundoo keeps one card or bank account on file to collect your monthly invoice.

    Add payment method dialog offering a US bank account or card, with a list of banks to choose from
    Pick your bank or enter a card, then save.

  3. See your agreement for reference

    Under Agreements, click your agreement to open the PDF. It is the copy of what you signed with Rundoo, so you can check the specifics anytime without digging through email.

  4. See past receipts and upcoming payments

    Under Invoices you will see two kinds of rows. The little link icon next to the invoice number is what tells them apart.

    Invoices table with an upcoming payment row that has no icon, and a past payment row with a link icon next to the invoice number
    An upcoming payment (top row) shows only the date and amount. A past payment (bottom row) carries a link icon.

    A past payment has a small link icon next to its invoice number. Click it to open the itemized receipt, broken out line by line.

    An itemized Rundoo invoice listing each line item with quantity, unit price, and the total amount due
    The itemized receipt you get when you open a past payment.

    An upcoming payment shows the date and the amount due, but has no link icon and no itemized receipt yet. That receipt becomes available the day before the payment date.

    Note: historical receipts from before your store moved to billing in Rundoo will not appear here.

Manage access

How to manage staff

Billing is a permission, so you decide who on your team can see the Billing tab.

  1. Open Staff

    Click Staff in the left sidebar.

  2. Find the staff member

    Click the person whose access you want to change to open their profile, then go to their Permissions tab.

    A staff member's Permissions tab showing the Admin permissions list
    A staff member's Permissions tab, under the Admin section.

  3. Turn their billing permission on or off

    In the Admin section, find View invoices and agreements, and manage the payment method Rundoo bills and toggle it. On means they can see the Billing tab; off means they cannot.

    Close-up of the checkbox labeled View invoices and agreements, and manage the payment method Rundoo bills
    The exact permission to toggle for the Billing tab.