Invoicing (How-To)
Complete basic and advanced tasks related to invocing in OfficeRnD Flex.
[Flex] Create a Single Invoice Manually
[Flex] Send Invoices ManuallyManually send invoices to members or companies when automatic sending is not active.
[Flex] Set Up Automated Invoice Sending
[Flex] Review and Manage InvoicesLearn how to search, filter, edit, and manage invoices in your organization.
[Flex] Edit an Invoice
[Flex] Mark an Invoice as PaidMark invoices as paid by adding payments to them or allocating Credit Notes.
[Flex] Manually Add a Payment to an Invoice
[Flex] Customize Invoice Line Item and Numbering TemplatesSet up custom invoice line item labels and numbering formats to match your billing structure and reporting needs.
[Flex] Display PO Number on an InvoiceLearn how to display a customer's PO number on invoices in OfficeRnD Flex using the invoice reference template field.
[Flex] How to Format Your Invoice Summary
[Flex] Configure Multi-Location BillingConfigure and manage multi-location billing, including bill runs, manual invoice generation, and location-specific billing options.
[Flex] Manage Personal Invoicing (Billing to Member)Learn how to enable and manage personal memberships, one-off fees, and invoices billed directly to members instead of their company.
[Flex] Edit, Void, and Delete Credit Notes
[Flex] Create and Allocate Credit Notes