For Admins | Invoices
Configure, manage, and track user payments
By Sarah and 2 others3 authors47 articles
- 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 do I add transaction fees to User payments?
- How can my users pay their invoices?
- 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 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 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?
- 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?