Glance Card
Getting Started with Rundoo · Setup
Open a House Account
Add a customer, then set a finance term to let them charge on their tab. The finance term is the only switch there is.
The three settings that matter
1
Pricing tier
Set on the Add customer form. Defaults to retail.
Pick the contractor tier
2
Finance term
The switch that makes them a charge account.
Net 30 Statement
3
Credit limit
Caps the tab. Blocks charging when exceeded.
The amount you agreed on
Do it in 4 steps
- POS → Customers → Add customer (top-right).
- Enter Phone + Name, set the Pricing tier, click Save & Edit.
- Settings tab → Financing → set Finance term to a Statement term.
- Click edit on Credit limit, enter the cap, save. Done.
Retail vs. charge
Finance term = Cash? Retail.
A Statement term makes them a charge account and unlocks the Charge account tender at POS.
No Charge account button at checkout? Check the customer's Finance term first. It's almost always still set to Cash. There's no separate charge-account toggle to find.
Watch for duplicates: a repeat phone number makes a plain Save close with no record created, no error. Search the list first, or use Save & Edit so you'd notice.
Your best customers, set up right. · rundocs.com