Add Monthly Recurring Billing Plan

Overview

The most important thing when it comes to billing your customers is the billing plans you have setup in your Flex organization. There are two types of plans:

• Recurring plans that recur every month.
• One-off plans that occur only once.

This article focuses on configuring a monthly recurring billing plan. Click here for a more in-depth look.

Step-By-Step Guide

1. Log into the Flex Admin Portal at https://app.officernd.com/

2. Navigate to Billing & Products/Plans.

3. Click on Add Plan drop-down selector and select Monthly.

4. Select the Plan Type:

• Private office - Memberships created with this plan will then be assignable to resources of type Private office.
• Dedicated Desk - Dedicated desks that are occupied by members or companies. Memberships created with this plan will then be assignable to resources of type Desk.
• Hot Desk - Typically for first come first serve open/shared desks. Memberships created with this plan are not assignable to any resource.
• Service - Complimentary or chargeable services offered.

5. Enter a Name for the Billing Plan that will be displayed when creating memberships or when people are signing up through the portal e.g. “Office”, “Fixed desk”, etc.

6. Enter a Unique code (optional) - A code to uniquely identify the plan. Can be used in exports and to open a pre-populated sign-up page.

7. Enter Price per month.

8. Enter a Deposit (optional) that will be held when a membership with this plan is created.

9. Enter a Description - A description of the plan appearing on the public sign-up page.

10. Select Location(s) - The locations in which the plan is available (only applicable to multi-location spaces).

Billing tab

Now, click on the Billing tab to change the following settings:

1. Invoice every - Set the billing period of invoicing for this plan.

2. Account - Leave as default or select the appropriate revenue account.

3. Setup fees - (optional) - Any setup fees that the member buying this plan will be charged for. Here, you can select only ‘one-off’ plans created before that.

4. Rate discounts - Select from the available (Resource) Rate Discounts - Any resource rate discounts that members on this plan will be entitled to.

5. Prorate plan - Enable proration. Click here to learn more about proration.

6. Plan Terms - Select the legal documents (such as Terms & Conditions) that customers will have to accept/sign.

Credits tab

The Credits tab specifies if Credits or Coins will be granted along with the plan. Credits can be either a limited number or set to Unlimited. You can also specify a rate(s) to which the credits will apply.

Finally, click on Add to create the billing plan.