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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 10 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


Need more info on Invoices?

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