As an admin, you can allow users to pay their invoices either through the Optix mobile app (or your white labeled app) or via an invoice email link in a web browser. Here’s how each option works and what you need to set up.
Option 1: Users pay in the mobile app
Users can pay invoices directly from the Optix app. To support a user in paying their invoice in-app:
Ensure you have a payment gateway connected
Confirm the user has access to the app
Users can follow these steps:
Open the Menu from the bottom navigation bar
Tap Invoices
Select an invoice to pay
On iOS: Tap Choose Payment Method
On Android: Tap the Payment icon
Select or add a payment method
Tap Confirm Payment
Note: Manual payment is only required if auto-pay is disabled or a payment attempt fails.
Option 2: Users pay via invoice email (web)
You can also enable users to pay invoices via an email link without the app. To enable this:
Go to Settings > Invoices > Invoice Communication and ensure automated invoice emails are turned on
Alternatively, manually send an invoice using the Send button on an invoice
When users receive the invoice email, they’ll:
Click View Invoice
Then click Pay Now to complete the payment
Important: This option only works if you've set up Stripe Checkout.
FAQs
1. Can users pay without logging into the app?
Yes! Users can pay their invoices directly from the invoice email — even if they haven’t created an Optix account or downloaded the app.
This can happen in two ways:
Automated invoice emails
Sent when invoices are generated, if automated invoice communication is enabled under
Settings > Invoices > Invoice Communication
Manually sent invoices
You can send an invoice manually using the Send button from the invoice menu
In both cases, the user receives a secure email with a Pay Now link that opens a web-based checkout. No login or account access is required to complete payment.
Troubleshooting Tips
Opening in admin view? If you (or another admin) click the invoice link while logged into your admin dashboard, it will open in admin mode. To preview the user view:
Copy the invoice link
Open it in an incognito/private browser window
Invoice status shows “processing”? This happens when a user clicks Pay Now but doesn’t complete the payment. The invoice will stay in a “processing” state for 30 minutes before reverting.
Invoice status shows “failed payment”? This could happen if the payment failed or when a user clicks Pay Now but doesn’t complete the payment, and more than 10 minutes have passed (i.e. the Stripe Checkout session has expired). If this happens, resend the invoice and the invoice will become due again.