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. Select View Details in the 'Current Plan' section. From this page, you can view or make the following updates:

  • 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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