Invoicing Periods Longer than a Month

When you create a recurring plan in Office RnD, by default it's invoiced monthly. By using this feature you can change how often the invoices are issued for this particular plan. 

Table of Contents:

How can I specify the invoicing period when creating a plan?

Learn how to create a billing plan.

  1. Go to Billing.
  2. Go to Plans.
  3. Select Edit next to the plan you'd like to change.
  4. Open the Billing settings.
  5. The first option is called Invoice every - from this drop-down menu, you can define how often you'd like the plan to be billed.

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How can I change the invoicing period of an existing plan?

  1. Go to Billing.
  2. Go to Plans.
  3. Select Edit next to the plan you'd like to change.
  4. Open the Billing settings.
  5. Change the Invoice every setting. 

Note: This can be done only for Monthly plans and not for One-off plans.

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When you are adding a membership with the selected Plan you also have the option to choose Invoice every:

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When should I use the "Invoice every" and "Pay for" functions when manually invoicing?

Invoice every - this feature should be used whenever it's required for a plan to be billed for longer periods automatically. For example, if you specify that you'd like the plan to be invoiced every 5 months then the invoice will be generated automatically every 5 months without your involvement.

Pay for - this feature should be used whenever you're issuing an invoice manually, as it lets you specify the period for which you'd like the invoice to be issued. This is helpful if you need to invoice the member for a longer period of time just once as an exception. Learn how to create an invoice for a period longer than 1 month here.

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