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 invoicing settings, such as the 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 see all of the invoices that have been raised for your Users and Teams. You can also generate invoices, add & remove line items, manage credits & refunds, and export invoice data.
If you'd like to see a list of all the items from these invoices separately in one glance, you can navigate to Invoices > Invoice items.
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 with three key invoice concepts:
Learn how to confirm if a payment has been successfully processed.
📁 Customize your Users' invoices
Do you need to provide credit, a discount, or charge a User a one-time or custom fee? Learn how to create these custom credits or charge with a one-time, manual invoice.
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 on the Settings page of your web dashboard. |
✅ Receive your Payments
Do you prefer to invoice your on a monthly basis, including all additional charges on the billing date, or separately each time an additional charge is created? Decide how you'd like to collect additional charges from your Users/Teams.
Receive your payments automatically by requiring Users to save a payment method on file and enabling the auto-pay option.
Do you want to ensure that all the Users who have access to your app are up-to-date with their payments? Learn how to restrict Users from making bookings if they have unpaid invoices.
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!