Billing and Payments
Learn how to manage billing and payments in OfficeRnD Flex.
By Krasto and 1 other2 authors47 articles
[Flex] How Billing WorksUnderstand how Flex calculates charges, generates invoices, and automates 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] Merge Billing PlansLearn how to merge one Billing Plan into another in OfficeRnD Flex and transfer active memberships while preserving membership details.
[Flex] 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] 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] 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 Member or a CompanyLearn how to assign a membership and customize its settings including pricing, resources, and billing responsibilities.
[Flex] Fixed and Month-to-Month Memberships
[Flex] Cancel or Pause a Membership
[Flex] Membership Cancellation Requests
[Flex] Lock Memberships
[Flex] Approve a Membership
[Flex] Add a Private Office Membership
[Flex] Add a Membership for Another Location
[Flex] Delete an Invoiced Membership
[Flex] Adjust Booking Credits on an Existing Membership
[Flex] Assign Memberships to ResourcesMake sure desks and offices are assigned correctly so bookings are not blocked and occupancy numbers stay accurate.
[Flex] Price Adjustments for MembershipsUpdate membership prices systematically with fixed or percentage-based rules.
[Flex] The Difference Between a Billing Plan and a MembershipLearn how Billing Plans define pricing and how Memberships assign those plans to individual members or companies.
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.
[Flex] Statement of Accounts and Invoices
[Flex] Add an Invoice Payment From a Customer's or a Company's Profile
[Flex] Add, Allocate, and Refund Overpayments
[Flex] Reconcile Bulk Payments Received from a Payment Provider Using a Clearing Account
[Flex] Multi-Location Payment Details
[Flex] Charge Companies' and Members' Stored Payment DetailsManually charge a customer's stored card or bank account to collect payments outside the Bill Run.
[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.
[Flex] Mark a Payment as Failed (Credit Card Payments via Stripe)Manually update a payment's status in Flex to reflect failed charges or processed refunds.
Discounts
Learn how to add and manage discounts.
[Flex] Temporarily Discount a MembershipApply a temporary discount to a member’s membership without affecting already generated invoices.
[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] Create a Plan Discount for a MembershipConfigure and apply plan discounts to memberships for loyalty rewards, promotions, and custom pricing.
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] 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] 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] Record a DepositLearn how to record deposits in OfficeRnD Flex to ensure proper tracking of refundable one-off fees when assigning memberships.
[Flex] Allocate a Deposit to an InvoiceApply a client’s security deposit to their final invoice by generating a credit note and allocating it.
[Flex] Refund a Deposit With a Credit NoteLearn how to refund a paid deposit in OfficeRnD using a credit note.
Revenue Accounts
Learn how to use Revenue Accounts to achieve better financial clarity and reporting accuracy.
[Flex] 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] 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 LocationsApply custom tax rate policies in line with local regulations for each of your workspace locations.
[Flex] 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 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
[Flex] Dynamic Exchange Rates
[Flex] Exclude Customers from Overdue Email Reminders