Custom Billing Date for Member or Company

Introduction

With OfficeRnD, you can set a preferred billing date for your customers. This ensures they will be billed according to this date regardless of the billing date of your space.

Define a Custom Billing Date for a Client

To set the preferred billing date for a company/member:

  1. Navigate to Community/Members or Community/Companies.
  2. Open the member/company profile that needs to be changed.
  3. Scroll the menu on the left until you reach Billing Details and click Edit.

    bd_edit.png
  4. Choose the billing date from the Billing Date dropdown menu. For example, if you choose the 2nd day of the month, the client will be billed on the 2nd of each month.
  5. Click Update.

billing_details.png

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Comments

2 comments
  • How can I bill a company, but not a member specifically?

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  • Hello Emily,

    In almost every case the invoice go to the company and not the member. In order to bill the member you need to explicitly select the "bill to member" option.
    To create an invoice for a company you just go to the company's profile,  navigate to the Invoices section and click  "Add Invoice". A good start would be our article on creating invoices https://help.officernd.com/hc/en-us/articles/360013571559-Adding-Manual-Invoice

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