In OfficeRnD Flex, you can create invoices manually (either a single invoice or multiple invoices by executing a Bill Run) and automatically (by setting up an automatic Bill Run).
This article explains how to manually create an invoice, add its details, and send it to members or companies.
Before you start
Familiarize yourself with how invoicing works. Get started with invoicing →
Create an invoice manually
To manually create a new invoice:
Go to
Billing > Invoices and click Add Invoice.
Alternatively, open the profile of the member or company you want to invoice. Scroll to the Invoices section and click Add Invoice.
In the Add Invoice dialog, you can configure the invoice details:
To – Select the member to whom the invoice will be issued. All relevant fees and memberships will be included.
Select the checkbox if you want to create a personal invoice for a company member: Create a personal invoice to be charged directly to a member's billing details.
Issue Date – Select the official date the invoice is issued. This date appears on the invoice.
Due Date – Select the date by which the invoice payment is due.
Reference – Add a text reference to the invoice for identification purposes.
Number – Enter the invoice number. By default, it is auto-generated from the invoice number template located in
Settings > Billing > Billing Rules in the Invoice number template section.Payment Method – Select the payment method to be recorded in the invoice payment terms: Auto, Cash, Bank Transfer, or POS.
Discount – Apply a percentage discount to the invoice if needed.
For – Decide whether to include one-off fees, fixed contract memberships, and monthly memberships.
Set the period of the membership included in the invoice:
Period Start – Select the starting month of the membership period.
Pay For – Select the number of months to calculate the membership duration.
Add additional services (optional):
Click Add new line item at the bottom of the dialog to include additional services. These services are included in the "One-Off Fees" Revenue Account by default.
You can find your Revenue Accounts under
Settings > Billing > Revenue Accounts.
Finalize the invoice:
Click Add to create the invoice or Add & Send to create it and email it to the designated recipient(s).
To configure email settings, go to
Settings > Billing > Invoicing and scroll down to the We'll Email Invoices section. Set up automatic invoice sending →
Send the invoice
Manually created invoices are not sent out automatically; they must be sent manually. We also suggest attaching any associated credit notes at the same time to provide a complete and clear record of the customer's account.
Read next
After creating an invoice, you may need to manually manage or charge it. For more information: