Your organization details refer to your primary business in your dashboard, whereas location details refer to your separate business space(s). In this FAQ, we’ll be outlining your organization’s details.
The organization info that appears on email notifications and invoices can be configured under Settings > Organization
Click on Settings in the left-hand menu
Under Organization > Organization details, upload the logo you wish to appear on invoices and all email notifications
Update your organization name and address as you'd like it to appear on email notifications and invoices
You can also add Terms and Conditions
You might want to add additional admins to your Optix account now.
Note: Invoicing is done at the organization level, if you have multiple locations the address you input here is what will show on all invoices. |
On this page, you can also set your timezone, and input your general contact information and customize the title of system-generated emails to your users to reflect either your name or your organization’s name.
Need more info on Settings?