The Payments page is designed to help inform you of the successful and failed transactions in your organization. To locate this page in your web dashboard, go to Invoices > Payments.

Under the 'status' column, you can see whether a payment has successfully been processed. By hovering over the 'succeeded' or 'failed' status of a payment, you can gather more information, such as:

  • Any error messages Optix has received from your payment gateway

  • Indications of the payment type (automatic, manual), or

  • Which invoice the payment is affiliated with

By clicking on a payment, you will be routed to the associated invoice, which includes information regarding the transaction history, the remaining balance, and the due date.

By adding filters like a date range, payment status, and payment method, you can sort through your transactions at a more granular level. This way, you can stay on top of your revenue stream, or notify users whose payments have failed.

Need more info on Invoices?

Did this answer your question?