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For Admins | Invoices
Explore the ins and outs of receiving payments in Optix from the Invoices page
Quick Guide to Invoices
How can I restrict my Users from making bookings with unpaid Invoices?
How do I set my Users' invoices to be overdue immediately?
How do I bulk-add Invoice Items to my Users' invoices?
How do I export Invoice Items reports?
How are invoices generated in Optix?
What types of invoices are created in Optix?
How are initial invoices generated for users and teams on plans?
How are recurring charges for plans invoiced?
How are ‘off-plan’ bookings invoiced?
What time do invoices process on an organization's billing date?
How do I see whether a payment has successfully been processed?
When do invoices become overdue?
How do users see and pay for their pending invoices?
How does Optix process payments and can I trigger a charge manually?
How do I access a user’s invoice?
How do I record payment or partial payment on an invoice?
How do I customize the invoice details for my multi-location organization?
How do I set specific tax rates for each of my locations?
How do I filter my invoice list?
How do I get Optix invoice data in to my accounting system?
Can I manage invoices and billing at the location level?
How do I export finalized invoice reports?
How do I provide a discount as a line item on a user’s upcoming invoice?
Why are some of my users' payments getting declined?
What are invoice items?
What are Pending Invoices?
Where do I access individual pending invoices?
How do I view a full list of my pending invoices?
How do I charge early for items on a pending invoice?
Can I edit a pending invoice?
Can I mark pending invoices as 'paid'?
How do I remove and void a line item on a user's pending invoice?
How do I export my pending invoice item data?