Personal Invoicing

Introduction

Members will always look for all kinds of services - parking, catering, legal advice, and so on. However, these are usually personal services that are not covered by the member's company.

To that, OfficeRnD offers tools for separate Company and Members billing. This article will cover personal invoicing, memberships, and fees.

Table of Contents

• Enable Personal Invoicing
• Add Personal Membership
• Add Personal Fee
• Add Personal Invoice
• Personal Invoicing Details

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 Settings/Billing Rules.
2. Activate the Enable billing to member option, scroll down 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 and Company profile pages. All personal memberships have the Personal tag.

Here's how to add a personal membership:

1. Go to the Member or Company 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.
   
   
5. Hit Add or Update if you are editing a Membership and you're ready!

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. Open the Member or Company 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.
   
   
5. Hit Add or Update if you are editing a Fee and you're ready!

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.