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.
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.