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How To

This section provides user guides for the most common operations in OfficeR&D.

  • How to open OfficeR&D exported files in MS Excel

    Introduction OfficeR&D exports data such as invoices, bookings, members, fees as a .csv. The invoices export, as an example, generates a .csv file that describes all line items of all invoices and is ...

  • How to issue a credit note

    Introduction Sometimes you need to charge less than the amount of an already issued invoice. This usually happens to correct a mistake, such as when an invoice amount is overstated, correct discount r...

  • How to customize your invoice template

    Introduction OfficeR&D generates documents for invoices and credit notes. To customize the content and layout of the invoice and credit notes documents, you can use the template editor available under...

  • How to create discounted resource rates

    Introduction With OfficeR&D you can use  discounts to enable your members to book meeting rooms at a different rate from non-members. For example, if a room for external users costs $15/hour, you can ...

  • How to charge members who purchase a plan that requires approval upon purchase

    Introduction Plans can be configured to require approval upon purchase from the members portal. In those cases, it is important to note that members will not be automatically charged for the purchase,...