Customers are who you ring up — retail walk-ins who pay today and charge-account contractors who pay later. This page covers creating and editing customer records, the two types, and how contacts roll up underneath.
In the POS mode, open Customers in the left sidebar.
Every customer in Rundoo is really one of two things: a retail customer who pays at the counter (cash, card, check, gift card), or a charge account customer who can put sales on their tab and pay the balance down later on a statement.
There is no charge-account toggle. What makes a customer a charge account is their Finance term. A customer with a term of Cash is a retail customer — they pay every time. A customer with a statement-based term like Net 30 Statement, Net 1 Statement, or similar is a charge account — their Charge account sales land on their balance and show up on the Statements run. Set the Finance term to switch between the two.
| Attribute | Retail walk-in | Charge account |
|---|---|---|
| Finance term | Cash |
Statement-based (Net 30 Statement, etc.) |
| Can charge to account? | No | Yes — Charge account tender unlocks at POS |
| Receives statements? | No | Yes — monthly, via Statements |
| Typical use | DIY homeowner, one-off buyer | Contractor with a running tab |
| Credit limit matters? | No | Yes — caps the unpaid balance |
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Both types still benefit from being attached to sales. Even a retail customer who pays cash every time gets purchase history, contact info on receipts, and access to any Pricing tiers you've assigned.
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From the Customers list, click Add customer in the top-right. A modal opens with the fields you need to create the record. Everything else (Finance term, credit limit, custom prices, statement preferences) lives on the customer's detail page and gets set after creation.
| Field | What it does | Required? | Default |
|---|---|---|---|
Phone |
Primary phone on the account. Powers search, text receipts, and customer notifications. | Yes | — |
| SMS consent checkbox | "Customer contact consents to receive SMS notifications at this number." Uncheck if they've opted out — 2FA codes are exempt either way. | — | Checked |
Name |
Customer name as it appears on receipts, statements, and in the list. | Yes | — |
Email |
Primary email for emailed receipts and statements. | Optional | — |
Pricing tier |
Which prices this customer sees at POS. See Pricing tiers. | Yes | Tier 2 - Retail |
Address, Apt, suite, etc., City, State, ZIP, Country |
Billing/mailing address. Used for mailed statements and for tax calculation on some tenants. | Optional | United States |
Internal notes |
Free-text notes visible to staff only, not to the customer. Good for "prefers matte finishes" or "check references before charging on account." | Optional | — |
The modal has two save buttons at the bottom:
<aside> ⚠️
Duplicate phone numbers fail silently. If another customer already has the phone number you're entering, the Save click closes the modal without creating the customer — no error message, no toast. Search the list for the phone first, or use Save & Edit so you'd notice the missing detail page.
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<aside> 💡
Adding customers one at a time at the counter is fine. For migrating a bulk list from your old system or a spreadsheet, see Customer imports instead.
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By default, every new customer is created as a retail customer (Finance term: Cash). To give them a tab, open the customer's detail page, go to the Settings tab, and scroll to the Financing section.