Managing your invoices effectively helps you ensure timely payments, accurate record-keeping, and a clear view of your financial status. OfficeRnD Flex simplifies invoicing by offering flexible options for creating, editing, and tracking invoices. You can browse all invoices or filter them by their status: paid, overdue, or failed. The system supports both manual and automated invoice generation.
This article covers both manual and automatic invoicing, handling invoice details, adding payments, and understanding invoice periods. After reading it, you will confidently manage invoices and payments within OfficeRnD Flex.
Manually add an invoice
To manually add a new invoice:
Go to
Billing > Invoices and click Add Invoice.
In the Add Invoice dialog, you can configure the invoice details:
To – Select the member to issue the invoice to. All relevant fees and memberships will be included.
Number – Enter the invoice number. By default, it is auto-generated based on the invoice number template located in
Settings > Billing Settings > Billing Rules in the Invoice number template section.
Issue Date – Select the date of issue.
Due Date – Select the due date.
Payment Method – Select the payment method to be recorded in the invoice payment terms: Auto, Cash, Bank Transfer, or POS.
Pay For – Decide whether to include fees, memberships, or both.
Set the period of the membership included in the invoice:
Period Start – Select the starting month of the membership period.
Pay For – Select the duration of the included memberships in months.
Add additional services (optional):
Use the Add button at the bottom of the dialog to include additional services. These services are included in the one-off fees revenue account by default. Find your revenue accounts under
Settings > Billing Settings > Revenue Accounts.
Finalize the invoice:
Click Add to create the invoice or Add & Send to create and email it to the designated recipient(s). To configure email settings, go to
Settings > Billing Settings > Billing Rules and scroll down to the We’ll Email Invoices section.
Manage invoices
To manage the invoices, go to Billing > Billing > Invoices. Here, you will see a list of all invoices, which can be filtered by status (paid, overdue, or failed).
Open an invoice to:
Export and download an invoice – Learn how to export invoices →
Send an invoice – Click Send to email the invoice to the billing contact.
Void an invoice – Marking an invoice as void excludes it from reports, but it remains in the system.
Issue a Credit Note – Click Credit Note if you need to return the amount of an existing invoice to its owner. Learn how to issue credit notes →
Delete an invoice – If an invoice is not paid or credited back, it can be deleted. However, remember that deleting an invoice removes it from the system, and the invoicing number sequence can be disrupted.
Manually add a payment.
Edit invoices
To make changes to an existing invoice:
Click Edit to open the Edit Invoice dialog.
Modify the following invoice details:
To – Update the member receiving the invoice. All relevant fees and memberships will be included.
Number – Update the invoice number. This field is populated by default using the Invoice number template. To access it, go to
Settings > Billing Settings > Billing Rules and find Invoice number template.
Issue Date – Update the invoice issue date.
Due Date – Update the invoice due date.
Payment Method – Update the payment method to be recorded in the invoice payment terms: Auto, Cash, Bank Transfer, or POS.
Discount – Apply a discount to the invoice.
Adjust product quantities and discounts if needed.
Click Update to save the changes.
Manually add a payment
Sometimes, you might need to enter a payment for an invoice manually. For payments made via cash, cheque, or other offline methods, use the Add manual payment feature:
Click Add manual payment.
Select the payment method: Cash, Bank Transfer, POS, or Cheque.
Enter the payment amount.
(Optional) Under Reference, enter the cheque reference number or another reference to the payment document.
Record the payment date.
Click Add.
Note: If the payment is for the full amount of the invoice, the invoice will automatically be marked as paid.
Understand the invoice period
The invoice period helps clarify the invoice's scope without examining line items. Typically, it aligns with billing and membership periods. However, exceptions include:
Manual multi-month invoices: If invoices have been generated manually for several months and memberships are active for the entire period, the invoice period reflects the selected time range.
Prorated memberships only: If the invoice contains only prorated memberships, the invoice period only covers the relevant days (for example, if you bill from April 1 to April 30, 2019, and your membership ends on April 15, 2019, the invoice period will cover April 1 to April 15).
One-off fees only: If the invoice contains only one-off fees, the invoice period is the minimum period containing all one-off fees (for example, if the invoice includes two fees—one for April 1 and one for April 5—the period will be from April 1 to April 5).
Invoice due dates for automatically generated invoices
When customers purchase a product or service, you can configure how many days before the day of use to charge them. To do that:
Go to
Settings > Member Apps > Public Pages.Enter a number in the Invoice Due Date field.
The Invoice Due Date setting determines the due date that will be applied to invoices only when they are automatically generated through Purchase Flows.
The timing of invoice generation and charging depends on how your Purchase Flows are set up in Settings > Billing Settings > Purchase Flows.
Charge invoices immediately after purchase
If your Purchase Flow is set up to collect payment details, generate an invoice, and charge it immediately, the invoice will be charged as soon as the purchase or booking is made. In this configuration, the system charges the invoice immediately, even if a due date is specified.
Charge invoices on the Invoice Due Date
If you prefer to charge invoices on their due date, follow these steps:In Purchase Flows, turn off the option to charge invoices immediately.
Go to
Settings > Billing Settings > Billing Rules and ensure automated charging is turned on.
FAQ: Invoicing in OfficeRnD Flex
What happens if I void an invoice?
What happens if I void an invoice?
A voided invoice is excluded from reports but remains in the system for reference.
When can I delete an invoice?
When can I delete an invoice?
You can delete invoices that haven't been paid or credited. Deleting an invoice permanently removes it and may disrupt the invoicing number sequence.
How do I manually add a payment to an invoice?
How do I manually add a payment to an invoice?
Open the invoice, click Add manual payment, select the payment method (cash, bank transfer, POS, cheque), enter the amount and payment date, and click Add.
Does adding a full payment automatically mark the invoice as paid?
Does adding a full payment automatically mark the invoice as paid?
Yes, entering a payment equal to the invoice total automatically marks the invoice as paid.
Why is my invoice being charged immediately instead of on the due date?
Why is my invoice being charged immediately instead of on the due date?
If your invoice is being charged right after a purchase or booking, it's likely because your Purchase Flow is set to charge invoices immediately. You can check this under Settings > Billing Settings > Purchase Flows.
To have invoices charged on their due date instead, you'll need to:
Turn off the option to charge invoices immediately in the Purchase Flow.
Make sure automated charging is enabled in Settings > Billing Settings > Billing Rules.
This setup ensures the system waits until the due date to process the charge.
How can I ensure the invoice is charged on the due date instead of immediately
How can I ensure the invoice is charged on the due date instead of immediately
If you want to charge invoices on their due date, you must do the following:
In Purchase Flows, turn off the option to charge invoices immediately.
Go to Settings > Billing Settings > Billing Rules and ensure automated charging is turned on.
What does the invoice period represent?
What does the invoice period represent?
The invoice period clarifies the timeframe the invoice covers. Typically, it aligns with membership or billing periods but can vary for prorated memberships, one-off fees, or multi-month invoices.
How is the invoice period set for prorated memberships?
How is the invoice period set for prorated memberships?
For prorated memberships, the invoice period covers only the days included in the prorated period.
Can I edit invoice details after creation?
Can I edit invoice details after creation?
Yes. Open the invoice, click Edit, modify details such as member, dates, payment methods, and discounts, and then click Update.
How can I resolve discrepancies in invoice counts between OfficeRnD and QuickBooks?
How can I resolve discrepancies in invoice counts between OfficeRnD and QuickBooks?
If you notice discrepancies in the number of invoices between OfficeRnD and QuickBooks, first review if any invoices were not synced. You can sync them in batches to expedite the process.
Can I sync older invoices to QuickBooks?
Can I sync older invoices to QuickBooks?
You can sync older invoices if they are not synced with another account. If you experience issues, ensure all invoices are correctly configured for synchronization.
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