Invoice Configuration and Customization
Set up invoice numbering, templates, and automation rules that match your organization’s billing structure. Configure charging, emailing, and multi-location billing options for consistent, compliant invoicing.
By Yasen1 author14 articles
- [Flex] Invoicing Settings – OverviewLearn how to define and manage invoicing rules in OfficeRnD Flex.
- [Flex] Configure General Invoicing SettingsSet default behaviors for proration, $0.00 invoices, credit notes, and invoice editing in Flex.
- [Flex] Configure Invoice Generation Rules and Bill Run ScheduleControl how and when invoices are generated, grouped, issued, and sent in your monthly Bill Run.
- [Flex] Configure Automated Invoice Charging and Payment Receipt GenerationSet up automatic invoice charging, payment retries, and receipt generation.
- [Flex] Set Up Invoice Emailing and NotificationsSet up invoice emails, overdue reminders, and failed payment notifications for members and admins.
- Configure Multi-Location BillingConfigure and manage multi-location billing, including bill runs, manual invoice generation, and location-specific billing options.
- [Flex] Configure Invoice Numbering and TemplatesChoose how invoice numbers are generated and formatted.
- [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.
- 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.
- Customize Invoice Numbering by LocationLearn how to configure invoice numbering in OfficeRnD Flex using dynamic properties to customize invoice formats by location.
- How to Format Your Invoice SummaryCustomize how services and fees appear on your invoices using the invoice summary template.
- Activate and Configure eInvoicingSet up eInvoicing to send invoices through email or Peppol and stay compliant with local tax laws.
- [Flex] Choose the Invoice Rounding StrategyControl whether invoice amounts are rounded on a per-line-item basis or at the total level.
- eInvoicing Error MessagesUnderstand and fix validation and delivery errors that appear when sending eInvoices.