Day 3: Billing Module

This one-hour training will cover the topics related to billing, invoicing, and other transactional processes in the OfficeRnD platform.

Duration: 1 hour
Setting: Remote/Online

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.

Charging invoices:

• 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).