Optix

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 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?

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About Invoices

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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