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For Admins | Invoices
Explore the ins and outs of receiving payments in Optix from the Invoices page
45 articles in this collection
Written by
Cassi M,
Kelly Yoon,
and
Sarah L.
Quick Guide to Invoices
As an admin, learn how to navigate the Invoices section of the Optix dashboard
Written by
Sarah L.
Updated over a week ago
About Invoices
How are invoices generated in Optix?
As an admin, learn about the invoicing logic used in Optix
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
Written by
Sarah L.
Updated over a week ago
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
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
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
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
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
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
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
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
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
Written by
Sarah L.
Updated over a week ago
Creating Invoices
How do I create a manual / one-time invoice?
As an admin, learn how to create a new invoice for a user manually
Written by
Sarah L.
Updated over a week ago
How do I generate an invoice due today for additional charges?
As an admin, allow invoices to be due today for additional charges made by Users
Written by
Sarah L.
Updated over a week ago
How do I manually add a custom line item to an invoice?
As an admin, learn how to make adjustments to an invoice
Written by
Sarah L.
Updated over a week ago
Editing Invoices
How do I modify the due date of an upcoming, due, or overdue invoice?
As an admin, learn how to update the due date of an invoice for your users
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
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
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
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
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
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
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
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
Written by
Sarah L.
Updated over a week ago
Managing Credit
How does credit work in Optix?
As an admin, learn more about credits on your users' invoices
Written by
Cassi M
Updated over a week ago
How is credit applied to an invoice?
As an admin, learn how to turn automatic credit creation on and off in your dashboard
Written by
Sarah L.
Updated over a week ago
How do I add a new charge or credit to a user's invoice?
As an admin, learn how to charge more or credit a user on a payment
Written by
Sarah L.
Updated over a week ago
How do I add credit from finalized negative invoices to due invoices?
As an admin, learn how to apply credit from one invoice to an upcoming invoice
Written by
Sarah L.
Updated over a week ago
How do I remove credit from an invoice?
As an admin, learn how to undo credit allocation
Written by
Sarah L.
Updated over a week ago
Managing Refunds
How do refunds work in Optix?
As an admin, learn where to process refunds externally and allocate credit to Optix invoices if need be
Written by
Sarah L.
Updated over a week ago
How do I use my payment gateway to process a refund for a user?
As an admin, learn how to process a refund for a user externally
Written by
Sarah L.
Updated over a week ago
How do I record a refund from an invoice?
As an admin, learn how to mark invoices as refunded in Optix
Written by
Sarah L.
Updated over a week ago
Can I add refunded Plan hours back onto a User's account?
As an admin, learn how to add a discount or partial refund through Optix to your Users
Written by
Sarah L.
Updated over a week ago
Managing Invoice Items
What are invoice items?
As an admin, learn about invoice items and where to view them
Written by
Sarah L.
Updated over a week ago
What are Pending Invoices?
As an admin, learn more about what Pending Invoices are in Optix
Written by
Sarah L.
Updated over a week ago
Where do I access individual pending invoices?
As an admin, learn where to check on a user’s pending invoices
Written by
Sarah L.
Updated over a week ago
How do I view a full list of my pending invoices?
As an admin, learn where to access all pending invoices in your dashboard
Written by
Sarah L.
Updated over a week ago
How do I charge early for items on a pending invoice?
As an admin, learn how to finalize a pending invoice manually
Written by
Sarah L.
Updated over a week ago
Can I edit a pending invoice?
As an admin, learn how to manage your pending invoice before it becomes finalized
Written by
Sarah L.
Updated over a week ago
Can I mark pending invoices as 'paid'?
As an admin, learn how to manually mark a pending invoice as ‘paid’
Written by
Sarah L.
Updated over a week ago
How do I remove and void a line item on a user's pending invoice?
As an admin, learn how to void a line item on a pending invoice
Written by
Sarah L.
Updated over a week ago
How do I export my pending invoice item data?
As an admin, learn how to export data on pending invoices
Written by
Sarah L.
Updated over a week ago
Removing or Voiding Invoices
How do I remove a payment, partial payment, or refund from an invoice?
As an admin, learn how to delete payments from a specific invoice
Written by
Sarah L.
Updated over a week ago
How do I remove an invoice item on an upcoming, due, or overdue invoice?
As an admin, learn how to void invoice items
Written by
Sarah L.
Updated over a week ago
How do I void an invoice?
As an admin, learn how to completely void any of your user's invoices
Written by
Sarah L.
Updated over a week ago