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

  2. Click Add item at the bottom of the invoice

  3. If it's a charge: Type in a description, quantity, cost per unit (before tax), and the tax rate for the charge

  4. If it's a credit: Type in a description and the credit amount

  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?

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