Glance Card
Getting Started with Rundoo · Transactions
Paid on Account
Take a charge-account customer's payment in POS → Receivables → Payment, and land it on the right invoices.
Two ways to apply it
1
Oldest bills first
They just want a flat amount on the account.
Enter amount → Select oldest
2
A specific job / PO
They're clearing certain invoices.
Check rows → Match allocated
3
Overpayment
Their check is more than they owe.
Credit to add + a note
Take a payment in 4 steps
- POS → Receivables, on the Payment tab.
- Search accounts and pick the customer.
- Apply it: Select oldest, or check rows + Match allocated.
- Pick a tender, then Accept the payment.
Tenders
Cash · Check · Card
Check logs a check number. The commit button names the amount: Accept $500.00 check.
Amount must equal Allocated. A payment won't accept until the two match. The Statement balance pill sets the amount to the last statement in one click.
A discount is not a write-off. Take the payment for what they actually paid, then issue a separate credit on the account. And write-offs can't be voided or refunded, so get manager sign-off first.
Two ways to handle the same daily task. · rundocs.com