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How do I access a user’s invoice?
How do I access a user’s invoice?

As an admin, learn how to view any of your user’s invoices in the dashboard

Sarah L. avatar
Written by Sarah L.
Updated over 3 months ago

From the Invoices or Invoice Items tabs in your Optix dashboard, you can access all invoices created, and have the ability to filter these invoices by a particular user. You can do so by typing their name in the search box at the top right of the page.

Another way to do this would be to:

  1. Navigate to your Users and select the user

  2. In their account panel, navigate to the Invoices section to find all invoice records or create a new invoice via the '+' button


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