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How do I generate an invoice due today for additional charges?
How do I generate an invoice due today for additional charges?

As an admin, allow invoices to be due today for additional charges made by Users

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

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. Before configuring this option, click here to learn how to enable your payment gateway.

Example

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 Settings then select Invoicing

  3. Click on Invoice policy, and under 'Choose when to invoice additional charges' you will see an option for 'Apply any additional charges' (see the screenshot below)

  4. Select On a new invoice, due today

  5. Click Save Changes

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 in Settings > User settings screen > Onboarding under 'Require payment methods'.


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