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How do I manually add a custom line item to an invoice?

As an admin, learn how to make adjustments to an invoice

Sarah L. avatar
Written by Sarah L.
Updated over 10 months ago

In Optix, you can access any of your users' invoices and make changes before your users pay. In this case, if you're looking to manually add a line item to create a new charge or create a discount on your user's upcoming payment, you can do so by following the steps below.

To access a user's invoice:

1. Select Users from the left-hand menu (then Teams if you are looking for a team)

2. Locate and click on the user or team

3. Navigate to the Invoices section of their account panel

4. Click on the unpaid invoice that you'd like to edit

Note: You can also access any invoice from the Invoices page of your web dashboard.

To add a new charge or to add a credit in dollar amount:

1. Click Add item

2. Select Sale, Custom or Credit.

3. Type in a description, quantity, cost per unit (before tax), and the tax rate for the charge or credit. You cannot add $0 items to an invoice.

Note: You can also use this method to offer a full credit if you've agreed to waive the fees on a particular invoice and don't want to void the invoice.

4. Click Add to add the charge or credit


Need more info on Invoices?

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