All Collections
For Admins | Invoices
About Invoices
What types of invoices are created in Optix?
What types of invoices are created in Optix?

As an admin, learn about the types of invoices you'll see in your dashboard

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

In your dashboard, invoices will be labeled the following ways: pending, upcoming, due, overdue, processing, paid, or void. Learn how each label is defined:

  • Pending: Pending invoices are not yet finalized as the charges and credits are subject to change before the due date. Pending invoices will be finalized on their due date, which is usually the organization’s billing date.

  • Upcoming: Upcoming invoices are invoices that have been finalized, but have not yet become due, as the due date is set in the future. You can manually create one for any user/team from their profile.

  • Due: Due invoices are finalized invoices that have since passed the invoice due date

  • Overdue: Overdue invoices are finalized invoices that have passed the due date by x amount of days (depending on your organization’s settings)

Note: If an Overdue invoice fails to be processed with auto-pay, Optix will re-attempt to charge the User's payment method one more time, 4 hours after the first attempt.

  • Processing: Processing invoices are any invoices that have been partially or fully paid by the user/team, but are being processed by your payment gateway.

Note: Once confirmed, fully paid invoices will be labeled as 'paid', while partially paid invoices will revert back to their previous state until another payment is made or the invoice is fully paid.

  • Paid: Paid invoices are any invoices officially paid according to your payment gateway.

Note: If a charge is disputed by a user through their bank, your payment gateway will not update Optix, and therefore it could be remain marked as 'paid'.

  • Void: Void invoices are invoices that have been marked as canceled manually by an admin

Need more info on Invoices?

Did this answer your question?