Sometimes, you might choose not to charge a member or company a specific fee, such as a courtesy discount or service error, but still want to maintain a record of the transaction. OfficeRnD Flex allows you to waive one-off fees so they are excluded from invoices and revenue reports but still remain visible in the account history.
By the end of the article, you will be able to mark fees as waived, reverse the waived status if needed, and export a list of waived fees for reporting or recordkeeping.
Waive fees
To waive a fee, follow these steps:
Open the company or member profile with unpaid one-off fees.
Scroll down to the One-off Fees section.
Click the cogwheel icon next to the unpaid one-off fee and select Mark as Waived.
If you want to invoice an already waived fee, change its status to Not Paid.
The Waived status prevents the system from invoicing or including the fee in revenue reports. However, you can keep a record in the system.
Filter and export waived fees
You can filter and export a list of waived fees. Go to Community > Fees and open the Waived tab. There, you can filter fees by Date, Bill to, Plan, and Customer.
You can also export fees to a .CSV file by selecting the fee(s) and clicking the Export button in the upper right corner of the screen.
FAQ: Waiving fees in OfficeRnD Flex
What does it mean to waive a fee?
What does it mean to waive a fee?
Waiving a fee means marking it so it won't be invoiced or included in revenue reports. The fee still appears in the system for historical tracking.
How do I waive a one-off fee?
How do I waive a one-off fee?
Open the company or member profile, scroll to the One-off Fees section, click the cogwheel next to the fee, and select Mark as Waived.
Can I reverse a waived fee?
Can I reverse a waived fee?
Yes. To include a waived fee in an invoice again, change its status back to Not Paid from the same menu.
Are waived fees included in invoices or reports?
Are waived fees included in invoices or reports?
No. Once waived, a fee will not be added to any invoices or reflected in revenue reports.
Where can I find all waived fees?
Where can I find all waived fees?
Go to Community > Fees and open the Waived tab. From there, you can filter by date, plan, member, or company.
Can I export a list of waived fees?
Can I export a list of waived fees?
Yes. On the Waived tab under Community > Fees, select the fees you want to export and click the Export button in the top right corner to download a .CSV file.