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 panelĀ 

  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

Need more info on Invoices?

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