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How do I remove or disable payments and invoices from my Optix dashboard and app?
How do I remove or disable payments and invoices from my Optix dashboard and app?

As an admin, learn how to disable all payment related features in Optix

Sarah L. avatar
Written by Sarah L.
Updated over a year ago

If you've chosen an outside software to manage your payments, you can easily disable the relevant sections within your Optix account by following these steps:

1. Ensure you don't have a payment gateway connected to your Optix account by visiting the Apps & Integrations page in your web dashboard. This will block your users from being able to add payment methods to their account or pay for invoices

Note: Wondering if the payment gateway you use is supported in Optix? Check the list in this FAQ of the different payment gateways we integrate with!

2. Have the Optix team disable 'Payment Methods' on your behalf. This will remove the relevant sections from your mobile app (Payment Methods and Invoices) and from your web dashboard (Invoices)

Note: Please email support@optixapp.com and let us know that you'd like us to disable all payments and invoicing at your location.

Need more info on Settings?

Take a look at this quick guide to dive deeper.
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