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Invoice Configuration and Customization

Set up invoice numbering, templates, and automation rules that match your organization’s billing structure. Configure charging, emailing, and multi-location billing options for consistent, compliant invoicing.

1 author14 articles
Invoicing settings – overviewLearn how to define and manage invoicing rules in OfficeRnD Flex.
Configure general invoicing settingsSet default behaviors for proration, $0.00 invoices, credit notes, and invoice editing in Flex.
Configure invoice generation rules and bill run scheduleControl how and when invoices are generated, grouped, issued, and sent in your monthly Bill Run.
Configure automated invoice charging and payment receipt generationSet up automatic invoice charging, payment retries, and receipt generation.
[Flex] Set Up Invoice Emailing and NotificationsSet up invoice emails, overdue reminders, and failed payment notifications for members and admins.
Configure multi-location billingConfigure and manage multi-location billing, including bill runs, manual invoice generation, and location-specific billing options.
[Flex] Configure Invoice Numbering and TemplatesChoose how invoice numbers are generated and formatted.
Customize invoice line item and numbering templatesSet up custom invoice line item labels and numbering formats to match your billing structure and reporting needs.
Display PO Number on an InvoiceLearn how to display a customer's PO number on invoices in OfficeRnD Flex using the invoice reference template field.
Customize Invoice Numbering by LocationLearn how to configure invoice numbering in OfficeRnD Flex using dynamic properties to customize invoice formats by location.
How to Format Your Invoice SummaryCustomize how services and fees appear on your invoices using the invoice summary template.
Activate and configure eInvoicingSet up eInvoicing to send invoices through email or Peppol and stay compliant with local tax laws.
[Flex] Choose the Invoice Rounding StrategyControl whether invoice amounts are rounded on a per-line-item basis or at the total level.
Error messages in eInvoicingUnderstand and fix validation and delivery errors that appear when sending eInvoices.