Glance Card
Getting Started with Rundoo · Transactions
Credit Where It's Due
Thank a loyal customer with a standalone goodwill credit. Built in Receivables, tendered as a write-off, no money changes hands.
Three fields to get right
1
Payment amount
Type the credit here first. Blank means the button stays at $0.00.
e.g. 50.00
2
Credit to add
Check the box, same number, so it's one credit not two.
e.g. 50.00
3
Write off
The tender. No invoices checked, so no real debt is written off.
Payment type
Do it in 5 taps
- Open POS → Receivables, stay on the Payment tab, and attach your customer.
- Type the amount in Payment amount; leave invoices unchecked.
- Check Credit to add (same amount) and fill Credit notes.
- Select Write off, then fill Bill payment notes.
- Click Write off $50.00. Done.
Where it lands
Balance → Credits
The credit sits in the Credits bucket and applies automatically to the next bill. Credits never expire.
Both notes are required. Credit notes and Bill payment notes are separate audit trails, so write the real reason in each. To undo the credit later, void the originating bill payment.
A little thank-you goes a long way. · rundocs.com