This Rundoc is going to operate a bit differently then others you may see! This is going to be a point of reference when any other Rundocs interact with the Customer’s Setting tab in their profile!

Contacts

Cards

Pricing tier

Financing

Statements

• Finance terms
• Finance charge
• Mail statements via physical mail
• Send via email
• Autopay statement balances
  • Requires a card to be saved on file check out
• Statement type
• Restrict outstanding invoice pdfs
• Statement invoices format*
• Primary location**

General

Checkout settings

Contractor rewards

Tax exemptions

Notes

FAQs

• Question:
  • Answer:

Recommended Rundocs

@ a couple pages here!

Settings that are controlled on a Customer basis, as seen on Statement Generation