Members of OfficeRnD can be billed on a recurring basis or once per purchase. The plans you create in OfficeRnD are your products. Plans can be assigned to members as recurring memberships or one-off fees.
Before you start
Invoicing recurring memberships
You can bill your customers on a recurring basis by assigning memberships. OfficeRnD supports 4 types of memberships:
Dedicated desk - fixed membership for full-time members that can be assigned to dedicated desks on the floor plan.
Hot desk - flexible membership for part-time or full-time members that cannot be assigned to a specific desk.
Private office - fixed membership for full-time office rental, which can be assigned to a private office on the floor plan.
Service - service memberships such as Virtual Offices that cannot be assigned to resources on the floor plan.
If you have enabled automated billing in OfficeRnD, the company's next billing day will be reflected in the customer's invoice. Until the membership is canceled, the customer will be billed monthly according to the membership's settings.
Invoicing one-off fees
You can bill your customers one-time (non-recurring fee) by adding Fees to their profiles.
Ensure the one-off fee you want to invoice the customer for exists as a One-off plan under Billing & Products > Plans.
To add a fee to a member:
Open the member's profile page.
Click Add Fee.
In the Add Fee dialog, you can set the following fields:
Location (optional, applicable to multi-location organizations only) - Which location is this membership associated with?
Product (required) - Choose the one-off product that the member purchases.
Name (optional) - The plan's name is selected by default. You can personalize it if needed.
Quantity (required) - Quantity of the product. By default, the quantity is 1.
Price (required) - Price of the plan. By default, the price of the one-off product is selected.
Date (required) - The date when the product is purchased.
Status (optional) - The payment status of the purchase. By default, the purchase is marked as Not Paid.
Bill in advance (optional) - When this option is checked, the one-off fee will be invoiced with the first automatically created invoice. This happens even if the invoice is issued before the date of purchase of the one-off fee.
Refundable (optional) - When this option is checked, the amount of the one-off fee is automatically added to the default revenue account for deposits (as chosen in Settings/Billing Settings/Revenue Accounts).
Generally, the automated bill run invoices the monthly memberships for the new billing period and the one-off fees purchased before the invoice's issue date. When a fee with a future purchase date has the Bill in advance option selected, the system can invoice it before its purchase date in the new bill run.
OfficeRnD automatically generates one-off fees for bookings. These one-off fees are invoiced in the next generated invoice.
Invoicing Meeting Room Bookings
You can bill customers for meeting room usage. When you define resource rates for the meeting rooms, every booking will have a one-off fee that can/will be invoiced accordingly.
If you want to enable a member to book a specific number of hours free of charge, you can give them booking credits. This will make OfficeRnD use booking credits to charge members only after all their booking credits have been used.