With Flex, you can define how invoices are grouped, when they're created, and how they're delivered. These settings let you tailor invoice behavior to match your billing structure, whether you use a single invoice per member or separate invoices per contract or fee type.
This article walks you through setting invoice generation rules, choosing issue and due dates, enabling auto-send, and managing approval workflows for prorated invoices.
To configure these settings, go to 
Settings > Billing > Invoicing.
1. Allow OfficeRnD to generate invoices
If you have an accounting integration connected to your organization in OfficeRnD Flex, you will have to decide where invoice documents will be created. You can either:
Let the accounting software create them and sync them to OfficeRnD, or
Let OfficeRnD create them and sync them to the accounting software.
To manage this, go to Settings > Billing > Invoicing and select or clear the Generate invoice documents in OfficeRnD checkbox.
2. Configure invoice generation settings
You can configure how invoices are generated and whether to create a single invoice for everything or separate invoices for each fee and booking.
By Fee Type
Single Invoice: Select this option if you want to generate a single invoice for all membership fees, one-off fees, and bookings.
Separate Invoices: Select this option if you want to generate separate invoices for each fee type.
By Contract
Single Invoice: Select this option to generate a single invoice for all membership fees across all contracts.
Separate Invoices: Select this option to generate a separate invoice for each contract.
Note: Segregation only applies during Bill Runs. Invoice groups will not be separated when you manually add an invoice using the Add Invoice button in the company or member profile.
3. Set up automatic invoice generation
Our system can automatically generate invoices for your organization if you select the Automatically checkbox.
You should also check your Purchase Flow options. You can configure them to automatically generate, charge, and send invoices.
Set invoice generation rules for your monthly Bill Run:
Choose how many days before the billing date invoices are generated.
Set the invoice issue date and due date relative to the billing date.
Note: The Billing Date refers to what you have selected as the Billing Date option. If it is 1st or any other number, these settings will take the number as the billing date. If you have selected 'Member Start Date,' the settings will take the individual billing date for each member. Learn more about custom billing dates for members and companies →
Use the exact day of the month dates for the automatic generation of invoices
If you want the invoices issued on the exact date and do not use any of the options described so far, select this checkbox. After that, you can change the generation, issue, and due dates of the invoices.
For each date, you'll have the following options:
X day of the month – The exact day on which you'd like the date to be set.
Same month as the billing date – Here, you can select whether the date should be the same month as your organization's billing date or up to 3 months before it.
Example: If your billing date is set to the 1st and you set the invoices to be generated on the 1st of each month and "a month before" the billing date, the invoices for the next month will be generated on the 1st of the month.
Require approval for prorated invoices
Select this checkbox to keep prorated invoices as drafts that require review.
Automated Invoice Sending
Select this checkbox to allow automated invoice sending when generating the invoice. When invoices are generated, members can view them in the Member Portal, even if they have not been emailed yet.
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