Billing and Payments
Learn how to manage billing and payments in OfficeRnD Flex.
48 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] Billing Plans – Start HereThis article is your starting point for configuring and managing how you charge members for desks, offices, services, and extras in Flex.
[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 Billing Plans That Require ApprovalLearn how to invoice and charge members for Billing Plans that require admin approval on the Member Portal.
[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.
[Flex] How To Hide a Plan From the Sign-Up PageLearn how to hide a Billing Plan from the Sign-Up page or Member Portal while keeping it accessible for internal use on the Admin Portal.
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.
[Flex] 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 InvoicesLearn how to manually record invoice payments and charge customer cards directly in OfficeRnD Flex without using automated billing.
[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.
Discounts
Learn how to add and manage discounts.
[Flex] Temporarily Discount a Membership
[Flex] Discount Code Campaigns and Metrics
[Flex] Add Rate Discounts to Meeting Room BookingsLearn how to create and apply discounts to Meeting Room or bookable resource bookings for members based on their Billing Plan.
[Flex] Allow Discount Codes on the Public CalendarAllow non-members to book resources at discounted rates using discount codes in the public calendar of the Member Portal.
[Flex] Set Up Discount Codes for Public BookingsSet up discount codes to allow non-members to book resources at a discounted rate using the public calendar in the Member Portal.
[Flex] How to Create a Plan Discount for a MembershipLearn how to create and apply plan discounts for memberships in OfficeRnD Flex to provide member benefits.
Refunds
Learn how to issue refunds to keep billing records accurate.
[Flex] Refunds – Start HereThis article is your starting point for how and when to process refunds in OfficeRnD Flex.
[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.
[Flex] How To Issue Stripe RefundsLearn how to issue Stripe refunds, update invoice statuses, and track refund records in 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 TargetsLearn how to assign and manage revenue targets for resources, floors, and locations in OfficeRnD Flex to track financial performance.
[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 FlowsLearn how to create and manage Purchase Flows in OfficeRnD Flex to define how members are invoiced and charged during purchases.
[Flex] Set Up Multi-Currency
Dynamic Exchange Rates
How To Exclude Customers from Overdue Email Reminders