Members will always look for all kinds of services - parking, catering, legal advice, etc. However, these are usually personal services that the member's company does not cover.
To that, OfficeRnD offers tools for separate Company and Members billing. This article will cover personal invoicing, memberships, and fees.
Note that memberships, fees, and invoices can only be set as personal from the Admin Portal. Any purchases made through the Sign Up page or Members Portal Shop will always be added to the Company profile.
Enable Personal Invoicing
Before creating personal invoices or memberships, you must enable personal invoicing. Here is how to do that:
Go to Settings > Billing Settings > Billing Rules.
Activate the Enable billing to member option, scroll down, and click Update.
Once you do that, all of the options described below will become available.
Add Personal Membership
A personal membership will appear on both the Member and Company profile pages. All personal memberships have the Personal tag.
Here's how to add a personal membership:
Go to the Member or Company profile page.
Find and click the Add Membership button in the Memberships section.
In the Member field, select the member who wants to pay for the membership.
If you add a personal membership from the Member's profile, they will be selected automatically.When you select the Member, the Bill to member checkbox will appear under the assignee name. Enable it to make the membership a personal one. That option will be enabled automatically if you add the membership directly from the Member's profile.
Click Add or Update.
Invoicing personal memberships manually must be handled through the Member's profile.
Once a Membership has been invoiced, you cannot change how it is billed - it will remain either a Company membership or a Personal one.
Add Personal Fee
A Personal Fee will show up on both the Member's and Company's profile page. All personal One-off fees have the Personal tag.
Here is how to add a personal fee:
Open the Member or Company profile page.
Find and click the Add Fee button in the One-off Fees section.
In the Member field, select the member who wants to pay for the membership.
If you add a personal membership from the Member's profile, they will be selected automatically.When you select the Member, the Bill to member checkbox will appear under the assignee name. Enable it to make the membership a personal one. If you add the membership directly from the Member's profile, that option will be enabled automatically.
Click Add or Update.
Invoicing personal fees manually must be handled through the Member's profile.
Once a Fee has been invoiced, you cannot change how it is billed. It will remain either a Company membership or a Personal one.
Add a Personal Invoice
The best way to add a personal invoice is to go to the Member's profile and hit Add Invoice. All Personal fees will be listed on that invoice, as per the usual invoicing rules.
Personal Invoicing Details
Handling personal invoices has some specifics that should be noted:
An Admin can only set memberships, Fees, and Invoices as personal. There is no way for members to state that they are making a personal purchase at the moment.
When billing personal invoices, the system will charge the Billing Details in the Member's profile. If none have been added, you cannot charge the invoice.