For Admins | Invoices

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

Cassi M avatar Sarah L. avatar
44 articles in this collection
Written by Cassi M 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 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
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