Billing and Payments
Learn how to manage billing and payments in OfficeRnD Flex.
39 articles
[Flex] How Billing WorksLearn how billing and invoicing processes work in OfficeRnD Flex, including automated billing, invoicing, and payment collection.
Billing Plans
Learn how to use Billing Plans to define how you charge members for desks, offices, services, and extras.
[Flex] How to Create Billing PlansLearn how to create and configure Billing Plans in Flex, including plan types, pricing, billing options, credits, passes, and member access.
[Flex] How to Merge Billing PlansLearn how to merge one Billing Plan into another in OfficeRnD Flex and transfer active memberships while preserving membership details.
[Flex] How to Charge for Plans that Require Approval
[Flex] How To Add Amenities to Billing PlansLearn how to create amenities and add them to your Billing Plans so they appear on the Member Portal and booking pages.
Memberships
Learn how to use memberships to charge members and companies on a recurring basis.
[Flex] Assign a Membership to a MemberLearn how to assign a membership and customize its settings including pricing, resources, and billing responsibilities.
What are Fixed and Month-to-Month Memberships
How to Cancel or Pause a Membership
Membership Cancellation Requests
Lock Memberships
How to Approve a Membership
How to Add a Private Office Membership
How to Add a Membership for Another Location
How to Delete an Invoiced Membership
How to Adjust Booking Credits on an Existing Membership
Payments
Add and manage payments and receipts to maintain a clear documentation of completed transactions.
[Overview] Payment ReceiptsLearn how receipts confirm payments, how to manually or automatically generate and send them, and how to customize their templates.
Statement of Accounts/Invoices
How to Add an Invoice Payment From a Customer's or a Company's Profile
How to Add, Allocate and Refund Overpayments
Reconcile Bulk Payments Received from a Payment Provider Using a Clearing Account
Multi-Location Payment Details
[Flex] How to Manually Add Payments to Invoices
[Flex] Request Payment Details of a Member or a CompanyLearn how to request the payment details of a member or a company to add a credit or debit card to their profile.
Refunds
Learn how to issue refunds to keep billing records accurate.
[Flex] How to Record a Refund Using a Credit NoteLearn how to create a Credit Note and record a refund in Flex, including guidance for integrations with Stripe, Xero, and QuickBooks.
Issue Stripe Refunds from OfficeRnD Flex
Deposits
Learn how to use deposits for your resources to help cover potential damages or contract breaches.
[Flex] How to Record a DepositLearn how to record deposits in OfficeRnD Flex to ensure proper tracking of refundable one-off fees when assigning memberships.
How to Allocate a Deposit to an Invoice
How to Refund a Deposit
Revenue Accounts
Learn how to use Revenue Accounts to achieve better financial clarity and reporting accuracy.
Set Up Revenue Targets
[Flex] Set Up Revenue AccountsLearn how to set up and manage Revenue Accounts in OfficeRnD Flex to categorize income accurately and apply appropriate tax rates.
Tax Rates
Learn how to manage your Tax Rates and Tax Rate Policies to ensure correct taxation for each invoice.
[Flex] Tax Rate Priority ExplainedLearn how OfficeRnD Flex determines which tax rate to apply when multiple tax configurations exist at different levels.
[Flex] Set Up Tax RatesLearn how to create, configure, and apply tax rates at different levels in OfficeRnD Flex to ensure accurate tax calculation in invoices.
[Flex] Set Up Different Tax Rate Policies for LocationsLearn how to apply custom tax rate policies in OfficeRnD Flex based on the local regulations for each of your workspace locations.
[Flex] How to Set Up a Separate Tax Rate for a Customer or a CompanyLearn how to create customer-specific tax rates to ensure billing accuracy and compliance with local rules.
Billing Settings
Learn how to configure the billing setting in OfficeRnD Flex.
[Flex] Configure Your Organization's Billing Settings
[Flex] Configure Purchase Flows
[Flex] Set Up Multi-Currency
Dynamic Exchange Rates
How To Exclude Customers from Overdue Email Reminders