Optix

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 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?

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Managing Invoice Items

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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.

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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.

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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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