Sales

Ringing up a customer at the counter — cart to payment to receipt. Cash, card, on-account, check, gift card, or any mix.

In the POS mode, open the Transactions left tab and stay on the New top tab — that's where every sale starts.

Video walkthrough

Step 1: Start a cart

The New top tab is the Transaction-builder's starting state. The top-tab strip — New, Drafts, Quotes, Will call, Special orders, Completed, Voided — lets you jump between in-progress carts and already-saved work, and each held-sale tab shows a live count next to its name. Adding an item, attaching a customer, or picking a payment method starts the cart.

💡 Not ready to take payment? Stash it instead — see Drafts, quotes & will-calls for when to use each.

Step 2: Add items

Three ways to get products into the cart:

• Type to search. Click Search for a product and start typing — Rundoo matches on SKU, name, or barcode. Pick from the dropdown.

• Scan a barcode. Click into the search box to give it focus, then scan. Scanning a product that's already on the cart increments its line quantity instead of adding a duplicate.

• Quantity first. Set the number in the stepper to the right of the search box, then Add. Handy when a customer's buying ten of the same thing.

Each line appears in the table with PRODUCT, PRICE, QUANTITY, and SUBTOTAL columns. The Subtotal, Sales tax, and Sale total on the right update live.

For tinted paint, the Add line item modal opens. This is where you pick the color and formula before the line drops into the cart — a real paint-store step, not an afterthought. On the Tint section, leave the toggle on Search and start typing a color name (e.g. Simply White). The dropdown shows matches from every color catalog loaded on your Rundoo — pick the row whose code and brand match what the customer wants. Optionally add a Receipt note that'll print on the customer's receipt or an Internal note that won't, and click Add to drop the tinted line into the cart.

💡 If you made a typo on the color, click Edit on the line in the cart to reopen the tint modal and fix it — no need to remove and re-add.

Step 3: Attach a customer (or skip)

The left panel's Customer section is where a customer gets attached. Click Search accounts and type a name, phone, or customer ID. If the customer is new, Create customer account opens the new-customer form without losing the cart.

You don't have to attach one. Walk-in cash and card sales finalize fine without a customer. You do have to attach one if you plan to:

• Charge on account (tenders like Charge account).

• Apply custom prices tied to that customer or put the sale on a job.

• Have the sale appear on a later statement.

⚠️ If Charge account is missing from the tender list, the cart has no customer on it yet — go back to Search accounts first.

Step 4: Apply discounts

Rundoo has two places to discount a sale. Pick by scope.

• Line-level — override the price. Click Edit price on a line to open the Edit Price modal. Enter a new price By dollar, adjust margin By margin, or take a flat percent By discount — Rundoo shows the reference price and every tier alongside so you can price confidently. The override is recorded against that line for reporting.

• Sale-level — let a promotion fire. Promotions configured under Creating Promotions apply automatically when the cart matches their rules (customer, vendor, product, schedule). You don't pick a promotion at the cart; you set it up once and it fires on qualifying sales.

💡 A line priced below cost will flag at the bottom of the totals area. Below-cost sales can be allowed or blocked depending on your company settings — check with your manager before finalizing if you see the flag.

Step 5: Take payment

Click Sale in the action cluster at the bottom right. The payment panel slides in with a radio list of tender methods. The exact list is tenant-configured in Admin > Company > Tender methods (see Tender methods). Typical options: Card, Cash, Charge account, Check, Gift card.

The big blue Charge $0.00 button on the right is your commit. Its label updates live with the amount about to be charged on the selected tender. Click it to take payment and finalize the sale.

Card

Pick Card. Two paths:

• Swipe card. Click Choose a reader and select the connected Stripe reader. Hand the reader to the customer; the charge runs when they tap, insert, or swipe.

• Enter card manually. For card-on-file or phone orders. Type the number, Expiration, CVV, and ZIP. Charge $0.00 lights up once the form is valid.

💡 Cancel a card transaction. If the reader hangs or the customer changes their mind mid-swipe, hit the X button on the card reader to cancel the charge — Rundoo drops back to the payment panel with no charge taken.

Card payments need to be at least $0.50. If you see "Card payments need to be at least $0.50. Please increase the payment amount," the charge amount is under the Stripe minimum — either up the amount or switch tenders.

Cash

Pick Cash and enter the amount the customer handed you. Rundoo calculates change against the Sale total. Charge commits the sale and pops the drawer on the attached register.

Charge account (on-account)

Pick the Charge account method for a customer with a charge account. No reader, no card — the sale commits as an invoice that lands on the customer's balance, due per their Finance terms. The customer pays it down later via bill payment.

Requires a customer attached in Step 3. The customer card also shows Credit Utilization so you can see how much of their credit limit is used before committing.

Check

Pick Check. Enter the Check number and the Amount. Rundoo logs the number alongside the sale — that's what keeps the drawer reconciling at close-out (see Cash drawer).

Gift card

Pick Gift card and scan or type the card number. Rundoo looks up the balance and applies it against the Sale total. If the card doesn't cover the full sale, the remainder rolls over — either split to another tender or top up the card first.

Split payment

Click Split payment at the top right of the payment panel to break the Sale total across multiple tenders on one sale — also called a partial payment, mixed payment, or split tender. Common patterns: Gift card + Cash for the balance on the card plus the rest in cash; Check for a deposit + Charge account for the remainder. Enter the amount for each tender, then Charge — Rundoo runs each leg in order.

⚠️ Voiding a sale is different from deleting a draft. To reverse a sale after payment's taken, the payment has to be refunded separately before the sale can be voided — it's not a one-click Void. Unpaid drafts, quotes, and will-calls can be voided freely (see Drafts, quotes & will-calls).

Step 6: Print, email, or reprint the receipt

Once Charge fires successfully, Rundoo drops you onto the completed-sale view with the receipt actions at the top:

• Print sends to the configured receipt printer for this register. If nothing prints, see Printer troubleshooting.

• Email receipt sends to the customer on file. No customer attached? You'll be prompted for an email before sending.

To reprint later, open the sale from the Completed top tab on Transactions — the same receipt buttons are on the detail view.

Receipt-wide display settings — how many thermal copies print, which fields show on the receipt (crossed-out original price, discount percent, color formulas, balance), and the return-policy text that prints at the bottom — live in the Admin mode, Communications left tab, the General section. The Number of thermal receipts printed field is where you change the default copy count (for example, from 2 to 1); edit it inline and click Save at the bottom of the section. Tender, tax, and line breakdown are baked in automatically — no per-sale configuration.

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Editing a completed sale

A completed sale isn't frozen. From the sale's detail page, you can fix the cost booked against each line, move the sold date, and edit per-line notes. Anything else — price, quantity, tender, customer — is not editable post-completion; reverse the sale via a return and ring it up again (see Returns).

Open the sale from the Completed top tab on Transactions, or from a customer's Transactions sub-tab.

Edit the cost on a line

Each line on the sale detail shows the cost that posted with the sale, alongside the product's current Avg Cost and Std Cost for reference. Click edit cost on the line to open the Edit cost modal. Enter the corrected unit cost and Save.

Edit the sold date

Click edit sold date at the top of the detail to open the Edit sold date modal, pick a new date, and Save. The sale's reporting period — and the date the COGS journal entry posts — moves with the new date.

Edit a line's notes

Click edit on a line (the plain Edit button next to the product, separate from edit cost) to open the Edit line item modal. Two notes fields: Receipt (prints on the customer's receipt) and Internal (staff-only, never prints). Use Receipt notes for a one-off clarification to the customer; use Internal notes for accounting flags or job tracking.

On mobile

Sales show up in two mobile surfaces, with different audiences.

Staff view: mobile-pos Transactions

The Rundoo POS mobile app's bottom-tab Txns is where staff see completed sales. Same as the web's Completed top tab — search-driven (type a customer name, sale ID, or product), one tap into the sale detail. The Sold / Returns toggle on top filters by type.

Returns share the same search surface; the Returns sub-tab shows return transactions only.

💡 Empty state shown here is the default local-seed state. In a real store, the Sold list shows the most recent sales filtered to the staff's location.

Customer view: mobile-cxa Sales tab

The Rundoo customer app's Sales tab is the contractor's view of their own order pipeline. Filter chips at the top break by status — Quotes, Will calls, Online orders, Cancelled — each with a live count. Tapping a row opens the sale detail with line items, totals, and a downloadable PDF.

See Mobile apps for the broader two-app overview and how contractors get the customer app.

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Recommended Rundocs

• Drafts, quotes & will-calls — when the cart isn't ready to finalize today.

• Special orders — ordering an out-of-stock product for a customer at the counter.

• Cash drawer — opening, closing, and reconciling the register behind your sales.