How do I configure my payment settings in Optix?

Most of your invoice and payment settings can be configured by clicking Settings from the left-hand menu and then Invoicing. From this screen, you will be able to set your:

• Organization tax number (VAT/GST/HST etc.)

• Tax rate to be applied to all invoice charges

• Currency

• Invoice notification preferences

• Invoice information (custom header, address displayed on invoice)

• Payment instructions (when specified, these will appear on all invoices)

Need more info on Settings?