In Optix, you have the ability as an admin to add a user or team's credit card details on their behalf.
1. Select Users from the left-hand menu. If adding a method to a team, select the Teams tab
3. Search for the user/team that you'd like to add a payment method to
4. Navigate to the Payment Method section on their account panel
5. Click the '+' icon
6. Fill out their payment information in the right hand side panel
7. Once saved, determine whether you'd like to enable auto-payments for this user in the Payment Method section on their account panel
Note: With auto-payments enabled, a user will be automatically charged on the day their invoices become due. With auto-pay disabled, the user will be responsible for paying for their invoice when it becomes due. Once you click Continue in the next step, only the user will be able to update the payment method.
Note: The user will receive a confirmation email letting them know that a new payment method has been added to their account
Why do I see a suggested card instead of the manual entry fields, or the same suggested card across different profiles, when an admin is adding a payment method for a user through their profile panel?
This is Stripe Link, a feature from Stripe (not Optix) that suggests previously saved payment details on payment forms so cards do not need to be re-entered from scratch. The suggestion is tied to the browser or Stripe session you're using, not to the Optix user profile you have open, which is why the same suggested card can appear across different, unrelated user profiles.
The user's Payment Method section will still correctly show that no payment method is on file until a card is explicitly selected and saved. Stripe Link does not save or charge anything automatically just by appearing.
Note: When adding a payment method on a member's behalf, avoid selecting a Stripe Link suggestion, since it may belong to a different person entirely. Enter the correct card details manually instead.
Optix does not have a setting to disable Stripe Link suggestions. This behavior is controlled entirely by Stripe, and Stripe does not currently provide a way to turn it off within Optix.
Learn more about Stripe Link directly from Stripe: https://stripe.com/en-ca/payments/link
How do I get past the Stripe Link suggestion to manually enter a card?
If clicking the '+' icon in the Payment Method section opens a panel showing a suggested card instead of the blank entry fields, you can still enter the correct card manually:
Click the three-dot menu (...) in the top-right corner of the Link suggestion panel
Select Pay without Link
This closes the Link suggestion and opens the standard card entry fields
Enter the member's correct card details and save
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