Overview
This is part of the Business Operations Fundamentals Training package available for purchase on our website.
We will cover the main billing options available in OfficeRnD. We will present the most important invoicing settings that can help you automate your billing process. We will demonstrate how to create and manage invoices, as well as how to bulk invoice multiple customers.
Duration: 1 hour
Setting: Remote/Online
We'll walk you through:
1. Organization System Settings
Review and configure tax rates and tax rate policies.
Review and configure revenue accounts and their use case.
Review the billing settings and automate billing operations.
2. Invoicing & Charging Process
Raise an invoice. (Billing section vs Customer’s profile)
Understand invoice statuses.
Raise multiple invoices with a manual BillRun.
Preview Invoices with Bill Run
Export Preview
Manually charge invoices.
Individually
Bulk
3. Managing Other Transactions
Review and work with credit notes.
Credit a security deposit
Allocate credit on a future invoice
Review outstanding fees and memberships that haven’t been invoiced yet.
The training package pricing, and all other available trainings, can be found on our website page.