Glance Card
Getting Started with Rundoo · Setup
Their History, Their Balance
One customer record, two answers: what they bought and what they still owe. Open it from POS → Customers.
Two tabs do the work
1
Transactions
What they bought. Sales, quotes, will-calls, special orders.
Filter by PO or date range
2
Balance
What they owe. Charge-account customers only.
Aging · History · Statements
3
Send summary
Hand the purchase list over while you are on the phone.
Email on file, or print a PDF
Pull it up in 4 steps
- Go to POS, then Customers.
- Search by name, phone, or customer ID and click the row.
- Transactions tab for history. Filter by PO or date.
- Balance tab for what they owe.
Inside the Balance tab
Aging, History, Statements
Aging buckets the balance: Current, 1 to 30, 31 to 60, and 61-plus days.
Why no Balance tab? It only shows for charge-account customers. What makes one is their finance term, like Net 30 Statement, not a toggle. Cash-and-carry customers pay every time, so they never have one.
Transactions is what they bought. Balance is what they owe. · rundocs.com