Glance Card
Getting Started with Rundoo · Setup
Send the Whole Month
Rundoo builds every charge-account statement overnight on your statement day. When you sit down, all that's left is to review and send.
The two delivery tracks
1
Goes to every contact with an email on file.
Click Send statements
2
One PDF packet to print, stuff, and mail.
Click Download statements
3
Finish
Marks the run done and logs it in history.
Click Complete
Run it in 5 steps
- Open Customers → Statement runs in POS.
- Spot the ready-to-send banner, click View details.
- Click Preview and scroll the batch.
- Click Send statements, then Download statements.
- Print and mail the paper copies, then click Complete.
When it's ready
Overnight, on your statement day
Set in Admin → Communications, defaults to the 20th. The banner on Statement runs is your cue.
The one to remember: the run generates on its own, but it does not send on its own. Nothing reaches a customer until you press send.
No email on file? A customer with no contact email is skipped from the email count. Send them a downloaded copy instead.
The whole month, out the door in a few clicks. · rundocs.com