Your organization details refer to your primary business in your dashboard, whereas location details refer to your separate business space(s). In this FAQ, we’ll be outlining your organization’s details.
The organization info that appears on email notifications and invoices can be configured under Settings > Organization
Click on Settings in the left-hand menu
Under Organization > Organization details, upload the logo you wish to appear on invoices and all email notifications
Update your organization name and address as you'd like it to appear on email notifications and invoices. If updating the postal code, ensure it is correct in Google’s address data first, then re-select and save the address in Optix to apply the changes.
You can also add Terms and Conditions
You might want to add additional admins to your Optix account now.
Note: Invoicing is done at the organization level. If you have multiple locations, the address you input here is what will show on all invoices. Changes to the address or postal code will not retroactively update existing invoices or already-generated documents; only future invoices and documents will reflect the updated address.
On this page, you can also set your timezone, and input your general contact information and customize the title of system-generated emails to your users to reflect either your name or your organization’s name.
If the postal code associated with your organization’s address is incorrect, it must first be corrected in Google’s address data. Afterward, re-select and save the address in Optix to ensure the changes are applied.
FAQs
FAQs
Why doesn’t my postal code save correctly in Optix?
Optix relies on Google’s address data for postal codes. If the postal code is incorrect in Google’s data, it must be corrected there first. Afterward, re-select and save the address in Optix to apply the changes.
Will existing invoices update automatically after I correct the postal code?
No, existing invoices and already-generated contract documents will not update automatically. They retain the address that was stored at the time of their creation. Only future invoices and documents will reflect the corrected address.
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