Where
POS → Customers → open the record
Search by name, phone, or customer ID.
Getting Started with Rundoo · Setup
Their History, Their Balance
See what a customer bought and what they still owe.
You know the phone call. One of your regulars, or the bookkeeper for a big contractor, is on the line and needs to know what they bought last month, or just wants to confirm what they still owe you. Both answers live on that customer's own record in Rundoo, a few clicks away. Two tabs do the work: Transactions shows you what they bought, and Balance shows you what they owe.
Where it lives
One record, two answers
Open a customer and you land on their profile. Under the header, which shows their ID, name, phone, pricing tier, current balance, and Sales YTD, six tabs split up everything about them: Transactions, Balance, Jobs, Relationship, Custom Prices, and Settings. For "what did they buy" and "what do they owe," you only need the first two.
Do this
Answer the call in a few clicks
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Open the customer's account
From your main screen, go to POS, then Customers. Search by name, phone number, or customer ID, then click their row to open the record.
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Read the Transactions tab for what they bought
Rundoo lands you right on the Transactions tab. Up top are the quick numbers, Sales YTD and Margin YTD and their last sale. Below that is the full history of everything they have ever bought, quoted, put on will-call, or special-ordered.
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Filter to just what they are asking about
Say the bookkeeper only wants the purchases for one job. Click Filter and narrow the list by a PO number or a date range to pull up exactly that slice instantly.
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Send a summary while you are still on the phone
With the list showing what they asked for, click Send summary. Rundoo can email it straight to the address on file, or print a clean PDF copy for them. Job done, and you never left the counter.
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Open the Balance tab for what they owe
If this is a contractor with a house account, you will also see a Balance tab. Under Aging you get their total balance and how old each invoice is, bucketed into Current, 1 to 30, 31 to 60, and 61-plus days. The History sub-tab is the full ledger of charges and payments, and Statements holds every past statement run.
Keep it handy
At a glance
Transactions tab
What they bought
Sales, quotes, will-calls. Filter by PO or date.
Balance tab
What they owe
Aging, History, Statements. Charge accounts only.
Send summary
Email or PDF
Hand the purchase list over on the spot.
Good to know
- The Balance tab only shows up for charge-account customers. What makes a customer a charge account is their finance term, like Net 30 Statement, not a setting you toggle on. Cash-and-carry customers pay every time, so they simply do not have one.
- Filtering by PO or by date range is the fast way to answer "just show me this one job" without scrolling their whole history.
- Your practice store is loaded with sample data, so pull up a customer and click through their history and balance as much as you like. Nothing you do there is real.