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Billing

This section contains general information about billing members via OfficeR&D.

  • Invoicing

    Introduction OfficeR&D allows you to create, manage and send invoices. You can browse through all invoices or filter only the paid, overdue or failed invoices. You can also setup the system to automat...

  • How billing works

    Introduction Billing and invoicing is probably the most tedious task of managing a coworking space but it is also one of the most important parts of the job. There are multiple repetitive tasks and is...

  • How to display PO Number on an invoice

    OfficeR&D allows you to set different PO numbers for memberships and fees per customer (customer being company or member). Usually you want to display those in invoices that will be sent to that custo...

  • When should I manually add an invoice

    OfficeR&D can automatically invoice all one-off and membership fees on a monthly basis. If you're not a fan of the automatic operations, you can run the manual BillRun once a month.  In some cases, th...

  • How to import one-off fees

    Download template Introduction OfficeR&D can automatically import your one-off fees and map them correctly to the team and member that created them.  In the next section of this article, you'll find t...

  • Invoice Status

    OfficeR&D automatically sets the invoice status based on the due date and payment transactions associated with the invoice.  The table below provides additional information about what each status mean...

  • Tax Rates

    Introduction Tax Rates allow you to apply different tax rates to items that you, as an admin, invoice to your customers. Tax rates are added and configured under Billing/Tax Rates. You can Add, Edit a...

  • Manual Billrun

    Introduction One of the most important functionalities that OfficeR&D provides to you is billing your customers. This can happen either automatically or manually. You want to do a manual bill run if: ...

  • Billing Cycle Segregation

    Introduction OfficeR&D supports  multiple advanced and complicated scenarios for charging your members. The system can help you fully automate your billing cycle and collect your money on time. You ca...

  • Charging Members

    Introduction Members in OfficeR&D can be charged on recurring basis or once per purchase. The plans you create in OfficeR&D are basically your products. When assigned to a member they become recurring...