Please read the below topics to learn more about the changes in our invoicing system. Note the ๐Ÿ”— with links to additional resources on each of these topics.ย 

Pending invoices
Pending invoices are a preview of a user/teams next invoice. They are accessible via the users details tab from the Users panel. Pending invoices do not show up on the main invoices screen because they are subject to change and not finalized yet.
๐Ÿ”— Learn More about Pending invoices, New charges & Pending invoices

Charge Early
In order to move items from a Pending invoice to a Due (due date is today) or Upcoming (due date is in the future) invoice you must go to the Pending invoice and click Charge Early. This feature will allow you to select only the items you want to charge for and will allow you to select a date payment is due by.
๐Ÿ”— ย Learn More about Charge Early, New charges & Pending invoices

Pro-rated items, setup fees and refundable deposits
Initial plan payments (pro-rated items, setup fees and refundable deposits) now appear on the user/team's Pending invoice and will not be put on an invoice due immediately by default. If you wish to invoice for some or all of these items sooner, use the Charge Early feature.
๐Ÿ”— See Pending Invoices & Charge Early

New
invoices
New invoices are a better preview of the invoice your creating. ย Allowing you to build the invoice before it becomes finalized. When building a New invoice it will not save until you click Create Invoice.

Record payment or refund
A smarter way to handle balances on invoices, you can now record a full or partial payment to an invoice or a full or partial refund when necessary.
๐Ÿ”— Learn more about recording Partial Payments and Refunds

Automatic application of credit to new invoices
If a credit note (invoice with a negative balance for a member) exists and a new invoice is raised with a balance owing, the existing available credit will automatically be applied to a newly created invoice. This will happen until the full value of the credit is depleted.ย 

FAQ

Will this affect my existing invoices in any way?
No, your existing invoices will remain intact and process as expected.ย 

Will my members' experience change?
No, members will still be able to access and pay invoices from the mobile app, or via auto-payments if enabled.ย 

What if I have questions or need to chat?
Contact us at support@optixapp.com or send us a message via Chat.

Did this answer your question?