All Collections
For Admins | Getting Started
Account Management
How do I view my Optix subscription invoices and manage my account?
How do I view my Optix subscription invoices and manage my account?

As an admin, learn how to view and download your Optix invoices, update payment information and see a preview of your upcoming charges

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Within your Optix dashboard, you can view and download your subscription invoices, update your payment card information, and see a preview of your upcoming bill. 

  1. Click your Settings from the left-hand menu

  2. Click Optix subscription

  3. Select View Details in the 'Current Plan' section. From this page, you can view or make the following updates:

  • Payment method - click Change to change the card to which your Optix subscription gets charged

  • Invoice details - use this to update the address for your organization that appears on your Optix invoice

  • Billing estimate - provides information on the charges that will appear on your next bill

  • Billing history - see previous charges on your account, and download invoices by clicking the more button (three vertical dots)

Looking for information regarding your users' invoices? Here’s a quick guide to invoices.


Need more info on Getting Started?

Did this answer your question?