Send an invoice to a customer
Email an invoice as a PDF, with the option to attach files already on it.
Ask for a deposit without changing the invoice
Bill the full amount but ask the customer to pay a percentage now.
The customer paid less than the invoice
Close a small gap between the invoice and the money that arrived — and choose the right reason.
The customer paid too much
The extra becomes a credit you can apply to their next invoice.
Bill the same customer every month automatically
Turn an invoice into a schedule that raises a copy on its own.
Let a customer accept or decline an estimate
Send a link where the customer answers, and see why when they say no.
Take a payment without raising an invoice
A link you can paste into WhatsApp. Money arrives and books itself as a sale.
A Stripe payment came in and I do not know which invoice it was
Match a charge taken directly in Stripe to the invoice it paid.
Chase overdue invoices automatically
Send reminders about overdue invoices and unanswered estimates, without remembering to.
Change or cancel an invoice that has already been sent
What you can change after sending, and why a sent invoice is voided rather than deleted.
Record a sale that was paid on the spot
Cash at the counter or a cheque handed over — recorded without an invoice, and without counting the income twice.
Send a customer the receipt for their payment
Every payment has a numbered receipt you can view or email, whatever way it was paid.
Send a customer a statement of what they owe
Everything between you and one customer over a period, as a document you can send.
Put your logo and colour on your invoices
Upload a logo and the documents take their colour from it.
Set up the virtual assistant to answer your phone
Buy a number, write the greeting, choose what it may do, and switch it on.
Forward your business line to the assistant
Your customers keep calling your usual number. Your carrier sends the call on.
Register your business so it can send texts
US carriers require every business texting from a local number to be registered. It is one form here.
Send an invoice by text message
One line and a link to view and pay. No attachment.
Chase overdue invoices by email, text or a phone call
Each step can use a louder channel than the one before it.
Ask Runny about your business, or how to do something
Runny reads your books, answers questions, and drafts things for you to approve.
Have Runny check something every week on its own
Questions you would ask if you remembered to. Runny asks them and emails the answer.
Change the language of the screen, and of what customers receive
Two separate settings: your screen is yours, documents belong to the business.
Set up a project and watch its margin
A job with a contract value, a budget, stages, and margin that updates as costs land.
Connect your bank and keep it syncing
Connect once, and transactions arrive on their own every few hours.
Categorise transactions, and stop doing it by hand
Say what each bank line was for. Teach it once and it does the rest itself.
Reconcile a bank account against its statement
Prove the books agree with the bank for a period, and close it.
Add an account, or post a journal entry by hand
The list every number in the business lands in, and the manual way to move one.
Add customers and suppliers
Who you sell to and who you buy from, and what each record carries.
Enter a bill and track what you owe
Record what a supplier has invoiced you, and see what is due.
Use the calendar and let customers book themselves
Appointments, reminders, and a public link customers pick their own time from.
Send a contract for signature
Pick a template, fill the blanks, send it to be signed.
Add employees and run payroll
Employee records, a pay run, and the journal entries it posts.
Track stock across warehouses
What you hold, where it is, and what needs reordering.
Clock people in and out
Who is working, where, and how the hours reach payroll and projects.
Set a budget and compare it to reality
What you planned to spend and earn, next to what happened.
Find the report you need
What each report answers, and how to get it out of the system.
Keep track of what has to get done
A board, a list, and a week view, with tasks tied to projects.
Open and close a cash drawer
Open with a float, count at the end, and post the difference honestly.
Set up a new company from scratch
The order to do things in on the first day, and what each choice decides.
Work in several companies with one login
One user, many companies — how to move between them and what each one is billed.
Work out what a loan would cost before taking it
Type the lender's figures and see the real payment, the total interest, and what paying extra does.
Find out what your business is worth
A valuation built from your own ledger, with the assumptions in the open.
Why you were charged more than your plan
What each plan includes each month, what happens when you pass it, and where to check.
The free trial, and what happens on day 16
What the 15 days include, when the card is charged, and how to stop it.
Run several companies on one subscription
One plan, one card, up to ten companies — how to add them and what they share.
Invite people and decide what they can see
Add somebody to the company and give them a role.
Accept card payments on your invoices
Connect Stripe once, and every invoice can carry a Pay button.
Sell something with a link, without raising an invoice
A reusable URL that takes money and posts the sale. No invoice, no receivable.
Build an estimate from a photo
Upload a picture of the job and get measurements, materials and a price to edit.
See what cash is coming, and get warned before it runs out
A forward view built from what is owed, what is due, and what usually happens.
Record a credit you owe, and file its payments
Set up the debt with its rate and term, then split each bank payment into interest and principal.
See which tax strategies apply to you
A library filtered by your entity type and how profitable you actually are.
Give a client their own page
A private link where a customer sees progress, documents and updates.
Send an email campaign to your customers
A list, a template, and a send — with unsubscribes handled.
Track vehicles and plan a day of stops
Vehicles, where they went, and a route for the day.
Talk to your team inside the app
Channels and direct messages, next to the work they are about.
Pay commission on sales
Rules that earn commission automatically, and an approval before anything is paid.
Collect W-9s and file 1099s
Mark a supplier as 1099, get their W-9 by link, and get the totals at year end.
Charge sales tax and see what you owe
Set a default rate, charge it per line, and get the figure to file.
My credit card shows up twice, and I owe double
Link a card to the account the bank issues the statement for, so the balance is counted once.
See everything you spent, across all accounts
One list of every expense from every account, plus bills, filtered by payee, category, account or dates.
See every estimate, invoice and payment together
One list of every estimate, invoice, payment and credit, filtered by customer, type, status or dates.
Have Runny send a document or set a reminder
Runny can email an invoice, estimate or statement that already exists, and put anything in your calendar with a reminder.
Send a campaign by describing it
Say what you want to send. RunGrid writes it in your voice, draws the artwork, and waits for you to approve.
Set up the point of sale — restaurant, bar, store or salon
The touch terminal, the kitchen screen and the menu — and why the same POS serves a taquería, a liquor store and a nail spa.
Dispatch deliveries and give drivers the app
Tasks on a live map, drivers on a phone, recipients texted with a tracking link.
Turn a photo into a picture of the finished work
A room, a facade or a yard, drawn as it will look when the job is done — in seconds, with the client able to ask for one.
Turn a module on or off — and why some are off when you start
A new company starts with the modules its industry uses; the owner switches the rest on in Settings → Modules.
Send a form for a customer to fill in on their phone
Build the form once (or start from a preset), send the link by text or email, and the answers land on the customer record with a signed PDF.
Run a waitlist and text guests when their table is ready
Switch on the waitlist in the POS, add parties at the host stand, and guests get a text when they are on the list and another when the table is ready.
Text a customer from the business line
Open the Messages panel on any page, pick the customer, write, attach a photo or drop in the invoice. The reply comes back into the same thread.
Fill a position with the Hiring module
Describe the job in a chat, paste the ad on Indeed, and the resumes are read, the candidates texted a questionnaire, and the best invited to book an interview by themselves.