How does credit work in Optix?

As an admin, learn more about credits on your users' invoices

Cassi M avatar
Written by Cassi M
Updated over a week ago

Credit refers to any invoice line item with a negative amount. If the total balance of an invoice is negative, then that invoice can be used as payment for other invoices for the same User/Team. This is known in invoicing terms as a 'credit note'.

Note: Creating a credit note in Optix will not automatically refund a user or a team. You will need to process your refund via your payment gateway.

How is credit generated? 

Credit can be manually generated by an admin or in some cases, is automatically created by Optix. Credit is automatically generated by Optix when a user or team when a plan or booking is cancelled. When credit is automatically generated in Optix, the credit line item will always be added to the User’s or Team’s pending invoice.

Note: Both Plan and Booking credits may appear on the invoices even when the original charges have not been paid yet.

You’re able to move a credit line item from a pending invoice to a specific upcoming/due/overdue invoice, by first removing the credit line item from the pending invoice, and then assigning the credit to the desired invoice.

Need more info on Invoices?

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