In Rundoo, customer statements are detailed reports created for each customer. They summarize the customer's transaction history, outstanding balances, payments, and other financial activities related to their account. These statements are beneficial for both the customer and the business, as they provide an overview of the customer's financial interactions with the company over a specific period.

Statement generation is influenced by various settings available at both the customer (POS) level and the global (Admin) level. Please review the settings listed below, as they will affect how the Rundoo app generates your statements.

Settings on Customer POS

Please review this Rundoc for more details. listed below are on a per customer basis! The list below below pairs both the Financing and Statment settings located in POS Customer & Job Settings

• 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**

Settings on Admin

Please review the Rundoc Statement Settings - Admin for more details on the settings listed below.

• Statement day
• Envelope type → format of the printed
• • Invoice formatting if the customer setting is on
    • Show price discounts on receipts
    • Color formulas displayed
    • Showing terms instead of the due date on invoices.
• **Statement Messages - Location-based

FAQs

How to generate monthly statements automatically?

Rundoo takes care of this and it’s based on your admin settings. “Statement day” check out this Rundoc Statement Settings - Admin for more details

Where are my automatically generated statements?

1. Select: Customers (located under Blocks in the side menu)
2. Select the Statement runs tab
3. Select the Statement that says Automatic in the Generation type column

How do I send statements?

Once you located the statements you’ve generated you get three bulk sending options!

1. Select individual customers by checking them off in a list, or use the “select all located towards the bottom of the page.

2. Select Generate Statements

   

3. Select one of the three options.

You can always preview these statements before sending/printing!

1. Send by Email if a customer has an email on file we will attempt to send all via email.

2. Send statements by mail, even customers who have emails will get a physical print

3. Send statements based on customer settings (Original option)

   1. This will send all the emails automatically based on customer settings
   2. This will generate physical statements based on customer settings.

   

How to locate statements generated for an individual customer?

1. Select: Customers (located under Blocks in the side menu)
2. Locate the customer and select thier account
3. Select Balance tab