Within your Optix dashboard, you can view and download your subscription invoices, update your payment card information, and see a preview of your upcoming bill. 

1. Click your photo/avatar in the upper left corner of the dashboard, then click Optix billing


2. Scroll down to the section you wish to update or view

  • Payment method - click Change to change the card to which your Optix subscription gets charged
  • Invoice details - use this to update the address for your organization that appears on your Optix invoice
  • Billing estimate - provides information on the charges that will appear on your next bill
  • Billing history - see previous charges on your account, and download invoices by clicking the more button (three vertical dots)

Looking for information regarding your users' invoices? Here’s a quick guide to invoices.


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