Optix

As an admin, learn how to navigate the Invoices section of the Optix dashboard

Quick Guide to Invoices

Cassi M

Sarah L.

Kelly Yoon

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

For Admins | Invoices

As an admin, learn about the invoicing logic used in Optix

How are invoices generated in Optix?

As an admin, learn about the types of invoices you'll see in your dashboard

What types of invoices are created in Optix?

As an admin, learn what a user or team's invoice might include if subscribed to a plan

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

As an admin, learn about the invoices created for plan usage

How are recurring charges for plans invoiced?

As an admin, learn how users who aren’t subscribed to plans are invoiced for their bookings

How are ‘off-plan’ bookings invoiced?

As an admin, learn when your users' invoices are processed

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

As an admin, learn about the record-keeping page in the Invoices page of your dashboard

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

As an admin, learn when users' invoices are overdue in your organization

When do invoices become overdue?

As an admin, learn how users can view their pending invoices in the app

How do users see and pay for their pending invoices?

As an admin, learn what Optix does when an invoice payment fails, and how to view transaction attempts for a particular invoice

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

As an admin, learn how to view any of your user’s invoices in the dashboard

How do I access a user’s invoice?

About Invoices

As an admin, learn how to create a new invoice for a user manually

How do I create a manual / one-time invoice?

As an admin, allow invoices to be due today for additional charges made by Users

How do I generate an invoice due today for additional charges?

As an admin, learn how to make adjustments to an invoice

How do I manually add a custom line item to an invoice?

Creating Invoices

As an admin, learn how to update the due date of an invoice for your users

How do I modify the due date of an upcoming, due, or overdue invoice?

Editing Invoices

As an admin, record a payment or partial payment on a user's invoice

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

As an admin, learn how to customize the tax rate for each of your locations

How do I set specific tax rates for each of my locations?

As an admin, learn how to customize your invoices for your multi-location organization

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

As an admin, learn how to filter your invoice list

How do I filter my invoice list?

As an admin, learn how to import Optix invoice data in to Xero, QuickBooks and other accounting systems

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

As an admin, learn how you can keep the financial administration of your locations separate while using Optix

Can I manage invoices and billing at the location level?

As an admin, learn how to export finalized invoice information from your dashboard as a spreadsheet

How do I export finalized invoice reports?

As an admin, learn how to give a user a discount on their invoice using credit

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

As an admin, learn how to investigate failed charges and read the error messages

Why are some of my users' payments getting declined?

Managing Invoices

As an admin, learn more about credits on your users' invoices

How does credit work in Optix?

As an admin, learn how to turn automatic credit creation on and off in your dashboard

How is credit applied to an invoice?

As an admin, learn how to charge more or credit a user on a payment

How do I add a new charge or credit to a user's invoice?

As an admin, learn how to apply credit from one invoice to an upcoming invoice

How do I add credit from finalized negative invoices to due invoices?

As an admin, learn how to undo credit allocation

How do I remove credit from an invoice?

Managing Credit

As an admin, learn where to process refunds externally and allocate credit to Optix invoices if need be

How do refunds work in Optix?

As an admin, learn how to process a refund for a user externally

How do I use my payment gateway to process a refund for a user?

As an admin, learn how to mark invoices as refunded in Optix

How do I record a refund from an invoice?

As an admin, learn how to add a discount or partial refund through Optix to your Users

Can I add refunded Plan hours back onto a User's account?

Managing Refunds

As an admin, learn about invoice items and where to view them

What are invoice items?

As an admin, learn more about what Pending Invoices are in Optix

What are Pending Invoices?

As an admin, learn where to check on a user’s pending invoices

Where do I access individual pending invoices?

As an admin, learn where to access all pending invoices in your dashboard

How do I view a full list of my pending invoices?

As an admin, learn how to finalize a pending invoice manually

How do I charge early for items on a pending invoice?

As an admin, learn how to manage your pending invoice before it becomes finalized

Can I edit a pending invoice?

As an admin, learn how to manually mark a pending invoice as ‘paid’

Can I mark pending invoices as 'paid'?

As an admin, learn how to void a line item on a pending invoice

How do I remove and void a line item on a user's pending invoice?

As an admin, learn how to export data on pending invoices

How do I export my pending invoice item data?

Managing Invoice Items

As an admin, learn how to delete payments from a specific invoice

How do I remove a payment, partial payment, or refund from an invoice?

As an admin, learn how to void invoice items

How do I remove an invoice item on an upcoming, due, or overdue invoice?

As an admin, learn how to completely void any of your user's invoices

How do I void an invoice?

Removing or Voiding Invoices

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