In OfficeRnD, you can create company records, individual members, or company team members. Use companies for clients that operate as legal entities and individual members for freelancers or solo users.
This article walks you through how to onboard new members and companies, assign memberships and fees, manage billing and payment details, and configure deletion rules.
Summary
Create individual members or company accounts.
Assign team members to a company profile.
Add memberships, one-off fees, and generate invoices.
Configure billing and payment details per profile.
Restrict deletion of payment methods for compliance.
Choose the right setup for your billing structure.
Before you start
Create your Billing Plans first.
Set up a payment gateway to manage payment details.
You can import existing members →
Add a new company and its members
To create a company profile:
Go to Operations > Companies.
Click Add Company.
In the dialog, fill in the applicable fields.
Click Add.
After the company is created, the company page will open. To add employees to the new company:
Scroll to the Members section and click Add Member.
Enter the team member's name and email.
Note: A company is considered active if they have an active membership assigned to them. You can view the active member counts of each company in Operations > Members, in the Active Members column.
Add an individual member
To add a new member unrelated to a company:
Go to Operations > Members.
Click Add Member.
In the dialog, fill in the applicable fields.
Click Add.
Note: A member is considered active if they have an active membership assigned to them. You can view active member counts in Settings > Operations > Community and in Operations > Members.
Add memberships, one-off fees, and invoices
To manage memberships, one-off fees, and invoices for a member or a company:
Go to Operations > Companies or Operations > Members.
Open the company's or member's profile.
Complete any of the following actions:
Assign a membership:
In the Memberships section, click Add Membership. Assign a membership to a member or a company →
When the membership starts, the company or the member is labeled as Active.
The membership will be included in their monthly recurring invoices.
Assign a one-off fee:
Click Add Fee and enter the details (for example, "key deposit" or "printing"). Assign a one-off fee to a company or a member →
This is a one-time fee. It will appear on the next issued invoice and won't recur.
Generate an invoice:
Click Add Invoice. Manually create an invoice →
Fill in the Issue Date, Due Date, and period.
Tip: To prorate the first month or issue fees immediately, configure your billing settings in Settings > Billing > Invoicing.
Update billing and payment details
Edit billing details
Open the profile of a member or company.
Scroll to the Billing Details section.
Click Edit to update the information.
Add payment details
Open the member's or company's profile.
Click the plus + button in the Payment Details section on the right side.
Follow the steps shown—these depend on your integrated payment provider.
Note: A payment gateway integration must be active to manage payment details.
Control who can delete member payment details
To configure deletion rules:
Go to Settings > Operations > Community.
In the Members’ Payment Details section, you can choose one of the following:
Members should not be able to delete their last remaining Credit Card: Members must keep at least one credit card saved.
Members should not be able to delete their last remaining Bank Account: Members must keep at least one bank account saved.
Members should not be able to delete their last remaining Payment Detail: Members must keep at least one payment method—either a credit card or a bank account.
Important: You cannot select all three options at the same time. Choose either:
The first, the second, or both together.
Or the third option alone.
When to create a company vs. an individual member
Use the correct setup for easier management:
Create a company when a legal entity will handle billing.
Create a member when billing will be for an individual.
Add multiple team members under the same company instead of creating them separately. This will streamline invoicing, memberships, and credits.
You can still assign certain memberships or fees directly to a specific member if needed.
If you're not dealing with a large number of clients, you can create a member and then assign it to a company with the same name. In this case, assign fees and invoices to the company instead of the individual member.