Customers

Add Customers

In addition to importing your customer list from your AccountEdge® or Quickbooks Online® file, or Xero, there are two additional ways to add customers to the list: From the Customer tab: Click the + button above the customer list on left-hand side of window Add customer information Click Save when...

Delete Customers

If you wish to delete a customer, you can delete their information from your Rerun instance under the Customer tab. Find the customer you wish to delete, hover the mouse over their name on the left side of the window, right click the mouse to display customer options, then click...

Payment Methods

Before any customer can be added to a Payment Stream, they must have the billing address filled in and have a payment method entered on their customer card. This can be done 2 different ways. 1) When you add them in manually, they can provide the payment information to you...

Customer Field Requirements

When adding a customer, enter as much information as you have available. We recommend that you fill the following fields to use Rerun to its fullest capability: - Customer First and Last Name - Primary Email Address - Phone Number (if you have it) The email address will come in...

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