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How do I add a new charge or credit to a user's invoice?
How do I add a new charge or credit to a user's invoice?

As an admin, learn how to charge more or credit a user on a payment

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

You can charge more or credit a user on a payment with in Optix. To add a new charge or to add a credit to an invoice:

  1. Go into Invoices and select the invoice you wish to alter
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  2. Click Add item at the bottom of the invoice
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  3. If it's a charge: Type in a description, quantity, cost per unit (before tax), and the tax rate for the charge
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  4. If it's a credit: Type in a description and the credit amount
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  5. Click the blue button ‘Add [moentary amount]’ or ‘Add credit’ at the bottom right of the pop-up window to save changes

Need more info on Invoices?

Take a look at this quick guide to dive deeper.
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