Invoicing and Fees
Learn how to manage invoices and fees in OfficeRnD Flex.
24 articles
Invoices
Learn how to manage invoices in OfficeRnD Flex.
[Flex] Invoices – Start HereLearn how to efficiently generate, manage, and send invoices using OfficeRnD Flex to optimize your billing processes.
[Flex] Invoice StatusesLearn how OfficeRnD Flex automatically assigns invoice statuses based on payment activity and due dates.
[Flex] Review and Manage Invoices
[Flex] Add a Credit NoteLearn how to create and allocate Credit Notes in OfficeRnD Flex to adjust invoiced amounts effectively and correct billing discrepancies.
[Flex] Set Up Automated Invoice Sending
[Flex] Manually Add an Invoice
[Flex] Edit an Invoice
[Flex] Display PO Number on an InvoiceLearn how to display a customer's PO number on invoices in OfficeRnD Flex using the invoice reference template field.
[Flex] Multi-Location BillingConfigure and manage multi-location billing, including bill runs, manual invoice generation, and location-specific billing options.
[Flex] Invoice Numbering For Different LocationsLearn how to configure invoice numbering in OfficeRnD Flex using dynamic properties to customize invoice formats by location.
[Flex] Invoicing Periods Longer than a Month
[Flex] Personal InvoicingLearn how to enable and manage personal memberships, one-off fees, and invoices billed directly to members instead of their company.
[Flex] How to Format Your Invoice Summary
[Flex] Invoice Line Item and Number TemplatesSet up custom invoice line item labels and numbering formats to match your billing structure and reporting needs.
Bill Runs
Learn more about Bill Runs in OfficeRnD Flex.
[Flex] Manually Perform a Bill RunCreate, review, and issue invoices on your schedule using manual Bill Runs for greater control over billing timing and details.
[Flex] Set Up a Billing Cycle SegregationConfigure how OfficeRnD Flex groups charges into invoices to simplify billing and match your organization's accounting process.
[Flex] Add Custom Billing Dates for Members and CompaniesSet up custom billing dates in OfficeRnD Flex to bill specific members or companies on their preferred day of the month.
[Flex] Cancel the Automated Bill Run
Fees
Learn how to manage fees in OfficeRnD Flex.
[Flex] Set Up Processing Fees for Credit Card PaymentsApply processing fees automatically to credit card payments so you can recover transaction costs and manage billing clearly.
[Flex] Late Fees
[Flex] Delete an Invoiced One-Off Fee
[Flex] Set Up and Manage Booking FeesTrack and charge for resource usage in OfficeRnD Flex by understanding when booking fees are created and how they affect invoices.
Debt and Markup
Learn more about debts and markups in OfficeRnD Flex.
[Flex] How to Record Bad Debt
[Flex] What are Markups?