Set Up Billing Cycle Segregation

Introduction

OfficeRnD supports multiple scenarios for charging your members. While these scenarios can be complicated, the system can help you fully automate your billing cycle and collect your money on time.

Billing Automation Settings

You can configure the billing automation settings in Settings/Invoicing. The available options include:

• Configuration of the default billing date.
• Whether OfficeRnD will automatically generate, send and charge invoices.
• Billing cycle segregation.

Billing Cycle Segregation

OfficeRnD supports 2 major billing cycles:

• Single invoice - all charges (memberships, fees, bookings) are grouped into a single invoice. The additional charges for the current month will be added to the next month's invoice.
• Separate invoices - all memberships are grouped into a single invoice, and all additional charges (fees and bookings) are grouped into a separate invoice.

Procedure

1. Navigate to Settings/Billing.
2. Navigate to the Invoice Segregation section and select the billing cycle type: 

• By fee type 
  
  • Single Invoice (for membership fees, one-off fees, and bookings)
  • Separate Invoices (for each type of fee)
• By contract type  
  • Single Invoice (for membership fees from all contracts)
  • Separate invoices (for each contract)