For Admins | Invoices

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

Cassi M avatar Kelly Yoon avatar Sarah L. avatar
44 articles in this collection
Written by Cassi M, Kelly Yoon, and Sarah L.
About Invoices

How are invoices generated in Optix?

As an admin, learn about the invoicing logic used in Optix
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

What types of invoices are created in Optix?

As an admin, learn about the types of invoices you'll see in your dashboard
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

How are recurring charges for plans invoiced?

As an admin, learn about the invoices created for plan usage
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

How are ‘off-plan’ bookings invoiced?

As an admin, learn how users who aren’t subscribed to plans are invoiced for their bookings
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

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

As an admin, learn when your users' invoices are processed
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

How do I see whether a payment has successfully been processed?

As an admin, learn about the record-keeping page in the Invoices page of your dashboard
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

When do invoices become overdue?

As an admin, learn when users' invoices are overdue in your organization
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

How do users see and pay for their pending invoices?

As an admin, learn how users can view their pending invoices in the app
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

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

How do I record payment or partial payment on an invoice?

As an admin, record a payment or partial payment on a user's invoice
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

How do I customize the invoice details for my multi-location organization?

As an admin, learn how to customize your invoices for your multi-location organization
Kelly Yoon avatar
Written by Kelly Yoon
Updated over a week ago

How do I filter my invoice list?

As an admin, learn how to filter your invoice list
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

How do I get Optix invoice data in to my accounting system?

As an admin, learn how to import Optix invoice data in to Xero, QuickBooks and other accounting systems
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Can I manage invoices and billing at the location level?

As an admin, learn how you can keep the financial administration of your locations separate while using Optix
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

How do I export finalized invoice reports?

As an admin, learn how to export finalized invoice information from your dashboard as a spreadsheet
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

How do I provide a discount as a line item on a user’s upcoming invoice?

As an admin, learn how to give a user a discount on their invoice using credit
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Why are some of my users' payments getting declined?

As an admin, learn how to investigate failed charges and read the error messages
Sarah L. avatar
Written by Sarah L.
Updated over a week ago