Quick Guide to Invoices

As an admin, learn how to navigate the Invoices section of the Optix dashboard

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

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

📁 Customize your Users' invoices

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

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!

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