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How do I manually add a custom line item to an invoice?
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 a week 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. Scroll down and select the 'Invoices' section on the right-side panel 

4. Click View on the 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 charge or credit

2. If it's a charge: Type in a description, quantity, cost per unit (before tax), and the tax rate for the charge

3. If it's a credit: Type in a description and the credit amount

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

Note: You can not add $0 items to an Invoice in Optix.

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