Learn how to manage billing and payments in OfficeRnD Flex.
38 articles
How Billing Works
Billing Plans
Learn how to add and manage Billing Plans in OfficeRnD Flex.
Add a Billing Plan
How to Merge Billing Plans
How to Charge for Plans that Require Approval
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
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
How to set up a separate tax rate for a customer
Billing Settings
Learn how to configure the billing setting in OfficeRnD Flex.
Configure Your Organization's Billing Settings
Configure Purchase Flows
Set Up Multi-Currency
Dynamic Exchange Rates
How To Exclude Customers from Overdue Email Reminders