Learn how to manage billing and payments in OfficeRnD Flex.
38 articles
[Flex] How Billing Works
Billing Plans
Learn how to add and manage Billing Plans in OfficeRnD Flex.
[Flex] How to Create Billing Plans
[Flex] How to Merge Billing Plans
[Flex] How to Charge for Plans that Require Approval
[Flex] How to Add Amenities to a Billing Plan or a Resource Rate
Memberships
Learn how to add and manage memberships in OfficeRnD Flex.
Assign a Membership to a Member
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
Learn how to add and manage payments in OfficeRnD Flex.
[Overview] Payment Receipts
Statement of Accounts/Invoices
How to Add a Payment To An Invoice
How to Add a Manual Payment to an Invoice
How to Add, Allocate and Refund Overpayments
Reconcile Bulk Payments Received from a Payment Provider Using a Clearing Account
Multi-Location Payment Details
Refunds
Learn how to add and manage refunds in OfficeRnD Flex.
How to Record a Credit Note Refund
Issue Stripe Refunds from OfficeRnD Flex
Deposits
Learn how to add and manage deposits in OfficeRnD Flex.
How to Record a Deposit
How to Allocate a Deposit to an Invoice
How to Refund a Deposit
Revenue Accounts
Learn how to add and manage Revenue Accounts in OfficeRnD Flex.
Set Up Revenue Targets
[Flex] Set Up Revenue Accounts
Tax Rates
Learn how to add and manage Tax Rates in OfficeRnD Flex.
Tax Rate Priority Explained
Set Up Tax Rates
Set Up Different Tax Rate Policies for 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