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
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