This article explains how to edit the information and details of company profiles in your OfficeRnD Flex organization.
Before you start
Edit a Company
To edit a Company:
Go to Operations > Companies, find the Company you want to edit, and click its name.
Click Edit Details to open the Edit Company dialog and edit the company's profile.
Edit the details in the General, Address, and Billing Details tabs.
Click Update to save all changes.
About the company payment method
You can set the following payment methods for each company:
Auto
Cash
Bank Transfer
POS
Cheque
Stripe methods (Card, ACH, SEPA, BACS, BECS, PAD, Terminal)
Depending on the payment method you set at the company level, you can control whether the company's invoices are automatically charged.
If the company payment method is set to Bank Transfer, nothing happens automatically. You record a payment that is already made in another channel. If you want to automatically charge bank payment details, you must use a native payment integration.
If the company payment method is set to Stripe (Card, ACH, SEPA, BACS, BECS, PAD, or Terminal), invoices will be automatically charged depending on the stored payment details and the Stripe configuration.
If the company payment method is set to Cash, POS, or Cheque, that company's invoices will not be automatically charged.
If the company payment method is set to Auto, the system will look for the available payment methods added to the company profile and charge what is stored:
If a bank account is saved, a direct debit (bank transfer) will be made.
If a credit or debit card is saved, a card transaction will be made.
If both are available, the one that costs the least will be used (usually a bank transfer).
To automatically charge invoices, you must have an active payment integration.
Keep in mind the following limitation: each invoice inherits the company's payment method at the time of generation. If the payment method changes to "Auto" or "Stripe" after invoices have been generated, the existing invoices will not be auto-charged. To enable auto-charge, manually update the payment method for each invoice.
About the company billing period start date
The Billing Date you can set for each company is the billing period start date for that company, and it will override the global billing settings in your organization.
The billing period start date is the beginning of the timeframe during which Flex issues an invoice to a company or a member. For example, if "1st" is selected, the billing period is from the 1st day of each month until the day before the 1st day of the next month.