With this feature, you can enable Optix to create an invoice that is due today for additional charges from your Users. We call this right-now-invoicing.


A User has a Plan that gives them 10 hours of room bookings and they have gone over their allowance today by 2 hours. With this feature turned on, that User will receive an invoice that is due today for the additional 2 hours at the room's standard rate (minus any Plan discounts). 

Enabling "right-now-invoicing"

  1. From your Optix web dashboard click Settings

  2. Click Invoicing (you will need to have your payment gateway enabled to see these options)

  3. From this screen, you will see a drop-down section for 'Apply any additional charges' (see the screenshot below)

  4. Select On a new invoice, due today

Recommend Settings

To fully realize the benefit of this feature it is advantageous to require Users to enter a credit card when they sign up, you can enable this on the same Invoicing settings screen under 'User payment methods' (see the screenshot above).

Need more info on Invoices?

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