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?

Sarah L.

Managing Invoice Items

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