For Admins | Invoices

Explore the ins and outs of receiving payments in Optix from the Invoices page

Haley Clarke avatar Cassi M avatar Alison Parker avatar
43 articles in this collection
Written by Haley Clarke, Cassi M, and Alison Parker
About Invoices

How are invoices generated in Optix?

As an admin, learn about the invoicing logic used in Optix
Alison Parker avatar
Written by Alison Parker
Updated this week

What types of invoices are created in Optix?

As an admin, learn about the types of invoices you'll see in your dashboard
Alison Parker avatar
Written by Alison Parker
Updated this week

How are initial invoices generated for users and teams on plans?

As an admin, learn what a user or team's invoice might include if subscribed to a plan
Alison Parker avatar
Written by Alison Parker
Updated this week

How are recurring charges for plans invoiced?

As an admin, learn about the invoices created for plan usage
Alison Parker avatar
Written by Alison Parker
Updated this week

How are ‘off-plan’ bookings invoiced?

As an admin, learn how users who aren’t subscribed to plans are invoiced for their bookings
Alison Parker avatar
Written by Alison Parker
Updated this week

What time do invoices process on an organization's billing date?

As an admin, learn when your users' invoices are processed
Alison Parker avatar
Written by Alison Parker
Updated this week

When do invoices become overdue?

As an admin, learn when users' invoices are overdue in your organization
Alison Parker avatar
Written by Alison Parker
Updated this week

How do users see and pay for their pending invoices?

As an admin, learn how users can view their pending invoices in the app
Alison Parker avatar
Written by Alison Parker
Updated this week

How does Optix process payments and can I trigger a charge manually?

As an admin, learn what Optix does when an invoice payment fails, and how to view transaction attempts for a particular invoice
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I access a user’s invoice?

As an admin, learn how to view any of your user’s invoices in the dashboard
Alison Parker avatar
Written by Alison Parker
Updated this week