"By Location" Invoice Generation

In this help article, we will take a look at how to configure and use the By Location invoice generation functions in OfficeRnD.

The By Location invoice generation settings can be found in Settings -> Billing -> Invoicing, in the "We'll generate invoices" section.

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Bill Run

When a bill run is triggered, it checks the invoice generation by location setting. 

  • If the "Single Invoice - Single invoice combining member usage from all locations." option is selected, the location of each invoice is the home location of the company/member, not the location of the services used.
  • If the "Separate Invoices - Separate invoice with member usage for each individual location." option is selected, the location of each invoice is the location of the service's invoice, not the location of the company/member. If you are running a manual bill run, the manual bill run will show a location single select field allowing you to invoice the products for a specific location. If nothing is selected the default is "All Locations".

    If a location is selected it will generate invoices based on products in that location and ignore the company/member’s home location.

Note: Both settings respect the other invoice generation selections - by fee type and by contract.

 

Manual Invoice Generation

  • If the "Single Invoice" option is selected, selecting “All locations” will invoice products from all locations for the home location of the member. Selecting a specific location will show products, created in the non-home location and invoice for it regardless of the home location of the member/company.mceclip1.png

     

  • If the "Separate Invoices" option is selected, only 1 location can be selected at a time. Selecting a location different from that of the home location of the company/member will show products purchased in the non-home location and invoice for it regardless of the home location of the company/member.mceclip4.png

     

     

 

 

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