When every membership lands in one bucket, Bill Runs mixes annual contracts with recurring monthly fees, and invoicing gets messy fast. OfficeRnD splits memberships into Fixed and Month-to-Month categories so you can generate invoices for one type at a time and keep your billing organized by contract length. This article explains how the two categories work and how to issue separate invoices for each.
In this article:
Compare Fixed and Month-to-Month memberships
Understand when OfficeRnD creates Fixed memberships automatically
Set up Month-to-Month memberships manually
Issue separate invoices by membership type
Before you start
You need access to Billing > Invoices to run a Bill Run.
Fixed memberships are created automatically when a contract is signed. You don't create them manually.
If you don't use contracts in OfficeRnD, set up Month-to-Month memberships directly. Assign a membership to a member or a company →
How Fixed and Month-to-Month memberships work
Fixed memberships run for a set period, such as a year, and match the term of a signed contract. Month-to-Month memberships renew monthly with no end date.
The category determines how you can change the membership later. Editing or terminating a Fixed membership means editing or terminating the contract itself. You can't change one without the other.
This distinction matters most at the time of invoicing. Because Fixed and Month-to-Month memberships sit in separate categories, you can filter a Bill Run to generate invoices for just one type, instead of billing your entire member base in a single pass.
When OfficeRnD creates Fixed memberships automatically
OfficeRnD sets a membership to 'Fixed' automatically whenever you create and sign a contract for a resource. This is the standard path for Private Offices and other resources billed on a fixed-term basis.
You don't need to set the category yourself. OfficeRnD applies it the moment the contract is signed.
If you manage your memberships without contracts, OfficeRnD won't automatically create a Fixed membership. In that case, set up the membership manually and choose the category that matches your billing cycle:
Issue separate invoices by membership type
A Bill Run can target one membership category at a time, so you can keep Fixed and Month-to-Month invoices on different schedules or in different batches.
Go to Billing > Invoices.
Click Bill Run.
In the For field, specify 'Fixed' or 'Month-to-Month' to limit the run to that membership type. You can also select to include all one-off fees.
Configure the remaining Bill Run settings, then click Preview Invoices.
Do a final check and click Generate Invoices.
Important: Running a Bill Run without filtering the For field generates invoices for both membership types together.
FAQs
Can I change a Fixed membership to Month-to-Month without touching the contract?
You can't change a Fixed membership to Month-to-Month without touching the contract. Fixed memberships are tied to the contract that created them, so you change the membership type by editing or terminating the contract itself.
Why does my Bill Run include memberships I didn't expect?
Your Bill Run includes memberships you didn't expect because the For field wasn't filtered to a specific membership type. Set it to Fixed or Month-to-Month before running the Bill Run to limit invoices to that category.
Do I need contracts if I want to use Month-to-Month memberships?
You don't need contracts to use Month-to-Month memberships. They work with or without contracts, so if you don't use contracts, assign the membership manually and set it to 'Month-to-Month'.