Not all services within a coworking space are paid for by a member's company. OfficeRnD Flex supports personal invoicing to let members pay directly for services such as parking, catering, or consulting. Admins can configure memberships, fees, and invoices to be billed to individual members instead of the company, ensuring accurate tracking and separation of personal and business charges.
By the end of the article, you will be able to enable personal invoicing, add personal memberships or fees, and issue personal invoices through the Admin Portal in OfficeRnD Flex.
About personal invoicing
Memberships, fees, and invoices can only be marked as personal through the Admin Portal. Purchases made on the public Sign-Up page or the Member Portal Shop will always be associated with the Company profile.
Enable Personal Invoicing
Before you create personal invoices or memberships, you will have to enable personal invoicing. Here is how to do that:
Go to
Settings > Billing Settings > Billing Rules.
Select Enable billing to member, scroll down, and click Update.
Once you do that, all the options described below will become available.
Add Personal Membership
A personal membership will appear on both the Member and Company profile pages. All personal memberships have the Personal tag.
Here's how to add a personal membership:
Go to the Member or Company profile page.
Find and click Add Membership in the Memberships section.
In the Member field, select the member who wants to pay for the membership.
If you add a personal membership from the Member's profile, they will be selected automatically.
When you select the Member, the Bill to member checkbox will appear under the assignee name. Enable it to make the membership a personal one. That option will be enabled automatically if you add the membership directly from the Member's profile.
Click Add or Update.
Invoicing personal memberships manually must be handled through the Member's profile.
Once a Membership has been invoiced, you cannot change how it is billed - it will remain either a Company membership or a Personal one.
Add Personal Fee
A Personal Fee will appear on the Member's and Company's profile page. All personal One-off fees have the Personal tag.
Here is how to add a personal fee:
Open the Member or Company profile page.
Find and click the Add Fee button in the One-off Fees section.
In the Member field, select the member who wants to pay for the membership.
If you add a personal membership from the Member's profile, they will be selected automatically.
When you select a Member, the Bill to member checkbox will appear under the assignee's name. Enable it to make the membership personal. If you add the membership directly from the Member's profile, that option will be enabled automatically.
Click Add or Update.
Invoicing personal fees manually must be handled through the Member's profile.
Once a Fee has been invoiced, you cannot change how it is billed. It will remain either a Company membership or a Personal one.
Add a Personal Invoice
The best way to add a personal invoice is to go to the Member's profile and click Add Invoice. As per the usual invoicing rules, all personal fees will be listed on that invoice.
Personal Invoicing Details
Handling personal invoices has some specifics that should be noted:
An Admin can only set memberships, Fees, and Invoices as personal. There is no way for members to state that they are making a personal purchase at the moment.
When billing personal invoices, the system will charge the Billing Details in the Member's profile. If none have been added, you cannot charge the invoice.
FAQ: Personal invoicing in OfficeRnD Flex
What is personal invoicing in OfficeRnD Flex?
What is personal invoicing in OfficeRnD Flex?
Personal invoicing allows individual members to be billed directly for services instead of routing charges through their company. This is useful for personal services like parking or add-ons not covered by the business.
How do I activate personal invoicing?
How do I activate personal invoicing?
Go to Settings > Billing Settings > Billing Rules, select Enable billing to member, then scroll down and click Update.
Can personal invoices be created from the Member Portal or Sign-Up page?
Can personal invoices be created from the Member Portal or Sign-Up page?
No. Any purchases made through the public Sign-Up page or the Member Portal will always be billed to the company. Personal billing can only be set by an admin from the Admin Portal.
How do I add a personal membership?
How do I add a personal membership?
From the member or company profile, click Add Membership, select the member, and check Bill to member. This option is enabled automatically when adding a membership directly from the member's profile.
How do I add a personal one-off fee?
How do I add a personal one-off fee?
From the member or company profile, click Add Fee, select the member, and select Bill to member. This is also enabled automatically if added from the member's profile.
Where do I invoice a personal membership or fee?
Where do I invoice a personal membership or fee?
Personal invoices must be created from the member's profile. All personal items will be listed on the invoice.
Can I switch a membership or fee from company billing to personal billing later?
Can I switch a membership or fee from company billing to personal billing later?
No. Once a membership or fee is invoiced, the billing type cannot be changed. It remains either company-billed or personal.
How does the system determine who to charge on a personal invoice?
How does the system determine who to charge on a personal invoice?
The system uses the billing details listed on the member's profile. If no billing information is present, the invoice cannot be charged.
Can members choose personal billing themselves?
Can members choose personal billing themselves?
No. Only admins can set a membership, fee, or invoice to be personal. Members cannot select this option themselves during purchase.