Invoicing and Fees

Learn how to manage invoices and fees in OfficeRnD Flex.

By Krasto and 1 other2 authors24 articles

Invoicing Fundamentals

Learn how invoicing works in OfficeRnD Flex. This section explains the core billing concepts about invoicing: how invoices are generated, when they become due, how credits and proration apply, and how bookings are accounted for.

[Flex] Financial Document TypesUnderstand the four financial document types in OfficeRnD Flex and how they work together in your billing process.

[Flex] Invoice StatusesLearn how OfficeRnD Flex automatically assigns invoice statuses based on payment activity and due dates.

[Flex] Billing Options – Recurring Memberships and One-Off FeesExplore the available billing options in Flex.

[Flex] How Accounting for Bookings WorksLearn how OfficeRnD Flex accounts for bookings, applies credits, and generates booking fees.

[Flex] How Proration Works for Memberships and InvoicesUnderstand how proration and partial billing works in OfficeRnD Flex.

[Flex] Invoice Due Dates for Automatically Generated InvoicesDefine when automatically generated invoices become due and when payments are charged.

[Flex] What Is the Billing Lock Date?Lock billing data up to a certain date in OfficeRnD Flex to protect your past financial records and ensure accounting accuracy.

[Flex] Invoicing Periods Longer Than a MonthSet up billing plans or memberships to generate invoices every few months instead of monthly.

[Flex] Understand Credit NotesUnderstand how Credit Notes in OfficeRnD Flex help you adjust invoiced amounts effectively and correct billing discrepancies.

[Flex] What Is eInvoicing and How Does It Work?Send invoices in a structured electronic format that ensures tax compliance and faster processing.

Invoice Configuration and Customization

Set up invoice numbering, templates, and automation rules that match your organization’s billing structure. Configure charging, emailing, and multi-location billing options for consistent, compliant invoicing.

[Flex] Invoicing Settings – OverviewLearn how to define and manage invoicing rules in OfficeRnD Flex.

[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] How to Format Your Invoice SummaryCustomize how services and fees appear on your invoices using the invoice summary template.

Invoice Managing and Sending

Create, send, and manage invoices. Learn how to generate invoices manually or automatically, send them to members or companies, and manage invoice actions such as editing, voiding, and re-invoicing.

[Flex] Review and Filter InvoicesLearn how to search, filter, edit, and manage invoices in your organization.

Invoice Payments and Credit Notes

Record payments, correct billing errors, and manage credits. Learn how to manually mark invoices as paid, apply payments, issue and allocate Credit Notes, and adjust or detach billed items.

[Flex] Detach Line Items From Invoices and Credit NotesBreak the connection between a line item and an issued invoice or credit note so the item can be billed again with updated details.

Bill Runs

Learn more about Bill Runs in OfficeRnD Flex.

[Flex] Cancel the Automated Bill Run

Fees

Learn how to manage fees in OfficeRnD Flex.

[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.

[Flex] Processing Fees for Card Payments – Start HereApply processing fees automatically to credit card payments so you can recover transaction costs and manage billing clearly.

[Flex] How Processing Fees WorkUnderstand how processing fees are applied, adjusted, and removed based on the payment method and invoice behavior.

[Flex] Automatically Generate Late Fees for Overdue InvoicesStay on top of overdue invoices by setting up late fees that apply automatically when payments are delayed.

[Flex] Delete an Invoiced One-Off Fee

[Flex] How to Waive Off a Fee?Learn how to waive one-off fees in OfficeRnD Flex to exclude them from billing and reports while keeping a record in the system.

Debt and Markup

Learn more about debts and markups in OfficeRnD Flex.

[Flex] Record and Track Bad Debt

[Flex] What are Markups?