In Optix, Invoices are receipts created for users based on the costs from their plans and bookings. In order to receive payments from users, you’ll need to integrate with a payment gateway. Depending on your organization’s billing date, users will be notified of their upcoming invoices, and can either enable auto-payments, or manually go into their workplace mobile app and pay.
On the Invoices page in your dashboard, you’ll be able to generate invoices, add & remove line items, manage credits & refunds, and export invoice data. Just getting started? Here’s some need-to-know information when using the Invoices page for the first time.
📚 Read up on your receipts
Increase your knowledge of how Optix generates invoices, and the five types of invoices that are created
Familiarize yourself on three key invoice concepts: credit, refunds, and pending invoices
📁 Organize those invoices!
Needing to invoice a user? Learn how to create a one-time manual invoice.
Learn how to modify a line item in a user’s invoice here
Is an invoice reflecting an incorrect charge? Remove an invoice line item on an upcoming, due, or overdue invoice.
Note: The Invoices page deals specifically with physical invoices, rather than your billing information and settings. You’ll be able to configure your invoice settings and preferences in the Settings page of your web dashboard. |
If you’re looking for more on Invoices, we recommend you browse this collection for detailed FAQs! And, as always, feel free to reach out with any further questions using the chat box in the bottom right corner, or by emailing the Optix Support Team. Happy browsing!