Optix

Most of your invoice and payment settings can be configured by clicking Settings from the left-hand menu and then Invoicing under Features. 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">Organization tax number (VAT/GST/HST etc.)</a>

<a href="https://support.optixapp.com/en/articles/4755994-how-do-i-manage-my-tax-information">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">Invoice notification preferences</a>

<a href="https://support.optixapp.com/en/articles/4755999-how-do-i-manage-my-invoice-information">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">Organization tax number (VAT/GST/HST etc.)</a>
- <a href="https://support.optixapp.com/en/articles/4755994-how-do-i-manage-my-tax-information">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">Invoice notification preferences</a>
- <a href="https://support.optixapp.com/en/articles/4755999-how-do-i-manage-my-invoice-information">Invoice information (custom header, address displayed on invoice)</a>
- Payment instructions (when specified, these will appear on all invoices)
- Invoicing for Plans

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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?

Back to Optix

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