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Invoicing and Fees

Learn how to manage invoices and fees in OfficeRnD Flex.

23 articles

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 Statuses

[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 Invoice

[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

Learn more about Bill Runs in OfficeRnD Flex.

[Flex] Manually Execute a Bill Run

[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 Companies

[Flex] Cancel the Automated Bill Run

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] Booking FeesLearn what Booking Fees are, when they are generated, and how bookings are invoiced in OfficeRnD Flex.

Debt and Markup

Learn more about debts and markups in OfficeRnD Flex.

[Flex] How to Record Bad Debt

[Flex] What are Markups?