Personal Invoicing

Introduction

People will always look for all kinds of services - parking, catering, legal advice - and when available, they will make use of it. However, these are usually personal services that are not covered by that person's company.

OfficeRnD gives you a good way to separate a Company's billing from that of their Members when needed. This article will cover the topic of personal invoicing, personal memberships, and personal fees.

Note that personal memberships, fees, and invoices can only be set as personal from the Admin Portal for the time being. Any purchases made through the Sign Up page or Members Portal Shop will always be added to the Company profile.

Table of Contents

Enable Personal Invoicing

Before creating personal invoices or memberships, you must enable personal invoicing. Here is how to do that:

  1. Go to Settings/Billing, and look for the Invoicing tab.
  2. Look for the Enable billing to member option
  3. Enable it and hit Update.

Once you do that, all of the options described below will become available.

Add Personal Membership

A personal membership will show up on both the Member's and their Company's profile page. All personal memberships have the Personal tag.

Here is how to add a personal membership:

  1. Go to the Member's or Company's profile page.
  2. Find and click the Add Membership button in the Memberships section.
  3. In the Member field, select the member who would like to pay for the membership.
    If you are adding a personal membership from the Member's profile, they will be selected automatically.
  4. When you select the Member, the Bill to member checkbox will appear under the assignee name. Enable it to make the membership a personal one.
    If you are adding the membership directly from the Member's profile, that option will be enabled automatically.
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  5. Hit Add or Update if you are editing a Membership and you're ready!
  • Invoicing personal memberships manually must be handled through the Member's profile.
  • Once a Membership has been invoiced you cannot change the way it is billed - it will remain either a Company membership or a Personal one.

Add Personal Fee

A Personal Fee will show up on both the Member's and Company's profile page. All personal One-off fees have the Personal tag.

Here is how to add a personal fee:

  1. Go to the Member's or Company's profile page.
  2. Find and click the Add Fee button in the One-off Fees section.
  3. In the Member field, select the member who would like to pay for the membership.
    If you are adding a personal membership from the Member's profile, they will be selected automatically.
  4. When you select the Member, the Bill to member checkbox will appear under the assignee name. Enable it to make the membership a personal one.
    If you are adding the membership directly from the Member's profile, that option will be enabled automatically.
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  5. Hit Add or Update if you are editing a Fee and you're ready!
  • Invoicing personal fees manually must be handled through the Member's profile.
  • Once a Fee has been invoiced you cannot change the way it is billed - it will remain either a Company membership or a Personal one.

Add a Personal Invoice

The best way to add a personal invoice is to go to the Member's profile and hit Add Invoice. All Personal fees will be listed on that invoice, as per the usual invoicing rules.

Personal Invoicing Details

Handling personal invoices has some specifics that should be noted:

  • Memberships, Fees, and Invoices can only be set as personal by an Admin. There is no way for members to state that they are making a personal purchase at the moment.
  • When billing personal invoices, the system will charge the Billing Details in the Member's profile. If none have been added, you will not be able to charge the invoice.
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