Optix

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

<a href="https://support.optixapp.com/en/articles/4755994-how-do-i-manage-my-tax-information" rel="nofollow noopener noreferrer" target="_blank">Organization tax number (VAT/GST/HST etc.)</a>

<a href="https://support.optixapp.com/en/articles/4755994-how-do-i-manage-my-tax-information" rel="nofollow noopener noreferrer" target="_blank">Tax rate to be applied to all invoice charges</a>

<a href="https://support.optixapp.com/en/articles/4755996-how-do-i-manage-my-invoicing-preferences" rel="nofollow noopener noreferrer" target="_blank">Invoice notification preferences</a>

<a href="https://support.optixapp.com/en/articles/4755999-how-do-i-manage-my-invoice-information" rel="nofollow noopener noreferrer" target="_blank">Invoice information (custom header, address displayed on invoice)</a>

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

- <a href="https://support.optixapp.com/en/articles/4755994-how-do-i-manage-my-tax-information" rel="nofollow noopener noreferrer" target="_blank">Organization tax number (VAT/GST/HST etc.)</a>
- <a href="https://support.optixapp.com/en/articles/4755994-how-do-i-manage-my-tax-information" rel="nofollow noopener noreferrer" target="_blank">Tax rate to be applied to all invoice charges</a>
- Currency
- <a href="https://support.optixapp.com/en/articles/4755996-how-do-i-manage-my-invoicing-preferences" rel="nofollow noopener noreferrer" target="_blank">Invoice notification preferences</a>
- <a href="https://support.optixapp.com/en/articles/4755999-how-do-i-manage-my-invoice-information" rel="nofollow noopener noreferrer" target="_blank">Invoice information (custom header, address displayed on invoice)</a>
- Payment instructions (when specified, these will appear on all invoices)

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Take a look at this quick guide to dive deeper.

As an admin, learn where to configure your settings, and what payment settings you can customize

How do I configure my payment settings in Optix?