Bill Payments is how a charge-account customer pays down their balance — they hand you a check (or run a card), you apply it to their outstanding invoices, and Rundoo does the math.
In the POS mode, open Receivables in the left tab. The Payment top tab is where Bill Payments happens.
The Payment tab opens with a blank Customer panel on the left — the Bill Payments surface. Click into Search accounts and type a name, phone, or customer ID. Only customers with a charge-account finance term appear in results — retail walk-ins pay at the register in Sales, not here.
💡 No account yet? Create customer account at the bottom of the panel opens the new-customer form without losing your place. See Customers for what to fill in.
Click the customer's row in the dropdown to attach them. The left panel fills in with their name, tier, contact info, Financing summary (their Total balance), and any saved cards. The right panel populates with their outstanding transactions.
⚠️ If the dropdown doesn't show the customer you're looking for, check their Finance terms. A customer without a charge-account term (like
Net 30 Statement) won't appear here — see Finance terms.
The center table lists every unpaid invoice and finance charge for this customer, oldest first. Columns:
DATE — when the transaction was rung up.TRANSACTION DETAILS — Date, Type (Invoice or Finance Charge), ID, Job, PO.PAYMENT — the original amount and the remaining Balance.ALLOCATIONS — a checkbox per row and an Allocated amount, for marking how much of the payment applies to each line.The Statement balance $X.XX pill above the table shows the customer's balance as of their last statement — click it to set the Payment amount to exactly that figure. Handy when a customer is paying off their most recent statement in full.
