When a new client signs up, you'll need to decide how to set them up: as an individual member or as a company with team members under it. That choice affects how billing, memberships, and credits are structured for them. OfficeRnD lets you manage both and mix approaches across your member base.
In this article:
Add a new company and its members.
Add an individual member.
Assign memberships, one-off fees, and invoices.
Update billing and payment details.
Control who can delete saved payment methods.
Before you start
Create your Billing Plans before onboarding members.
Set up a payment gateway if you want to manage payment details.
You can import existing members →
When to create a company vs. an individual member
The right setup depends on how billing works for that client.
Create a company when a legal entity handles billing for a team. Add all team members under the same company profile — this keeps invoicing, memberships, and credits in one place. You can still assign specific memberships or fees to individual team members if needed.
Create an individual member when billing is for a single person, such as a freelancer or a solo user.
If you have a small number of clients and want a simpler setup, you can create a member and then assign them to a company with the same name. In that case, assign fees and invoices to the company, not the individual member.
Note: A member or company is considered active when they have an active membership assigned to them. You can check active member counts in Operations > Members and in Settings > Operations > Community.
Add a new company and its members
To create a company profile:
Go to Operations > Companies.
Click Add Company.
Fill in the applicable fields and select Add.
After the company is created, its profile opens. To add employees:
Scroll to the Members section and click Add Member.
Enter the team member's name and email.
Add an individual member
To add a member unrelated to a company:
Go to Operations > Members.
Click Add Member.
Fill in the applicable fields and click Add.
Assign memberships, one-off fees, and invoices
Open a member's or company's profile, then take any of the following actions.
Assign a membership
In the Memberships section, click Add Membership. When the membership starts, the profile is set to Active, and the membership is included in their recurring invoices. Assign a membership to a member or a company →
Add a one-off fee
Click Add Fee, then enter the details (for example, a key deposit or a printing charge). The fee appears on the next issued invoice and won't recur. Assign a one-off fee to a company or a member →
Generate an invoice
Click Add Invoice and fill in the issue date, due date, and billing period. Manually create an invoice →
Tip: To prorate the first month or issue fees right away, configure your billing settings in Settings > Billing > Invoicing.
Update billing and payment details
To update the billing and payment details of a company or a member:
Edit billing details
Open the member's or company's profile.
Scroll to the Billing Details section.
Click Edit and update the information.
Add payment details
Open the member's or company's profile.
Click the + button in the Payment Details section.
Follow the steps shown; these vary depending on your payment provider.
Note: A payment gateway integration must be active to manage payment details.
Control who can delete member payment details
You can restrict whether members can delete their own saved payment methods.
