This one-hour training will cover the topics related to billing, invoicing, and other transactional processes in the OfficeRnD platform.
Duration: 1 hour
Day 3: Billing Module (1 hour)
Creating & managing invoices:
- Raise an invoice (billing section vs customer’s profile).
- Create an invoice for a period of longer than 1 month.
- Understand invoice statuses.
- Manually marking one-off fees as paid or waived.
- Edit an invoice.
- Charge invoices (manual step vs auto-charge).
Other invoice documents:
- Credit notes.
- Record a refund on invoices.
Manual bill run (bulk invoicing operations):
- Raise multiple invoices with a manual bill run.
Exporting & reviewing invoice data:
- Export invoicing data:
- Export/review invoices that would be generated via a manual/auto-bill run.
- Export/review already generated invoices.
- Export preset (for accounting purposes - optional).