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

___________________________________________________________

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

Contact us

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you