With OfficeRnD you can set a preferred billing date for your customers that will ensure they can only be charged on this date regardless of the billing date of your space.
Select a Custom Billing Date for a Client
To set the preferred billing date for a company/member you can follow these steps:
- Go to Community/Members or Community/Companies.
- Open the member/company's profile that should be changed.
- Scroll down to the Billing Details section on the left part of the screen and click Edit.
- From the Billing Date's dropdown menu choose the billing date. For example, if you choose the 2nd day of the month the client will be billed on the 2nd of each month.
- Click Update.
Comments
How can I bill a company, but not a member specifically?
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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