For Admins | Settings

Optimize your organization, location, and dashboard settings by updating your preferences and parameters

Haley Clarke avatar Keith Whitby avatar Alison Parker avatar
40 articles in this collection
Written by Haley Clarke, Keith Whitby, and Alison Parker
Invoicing Settings

How do I configure my payment settings in Optix?

As an admin, learn where to configure your settings, and what payment settings you can customize
Alison Parker avatar
Written by Alison Parker
Updated yesterday

How do I set my invoicing billing date?

As an admin, learn how to set your billing date
Alison Parker avatar
Written by Alison Parker
Updated yesterday

How do I require payment methods from my users?

As an admin, learn how to require your users to input a payment method when creating their accounts
Alison Parker avatar
Written by Alison Parker
Updated yesterday

How do I enable auto-payments in my organization?

As an admin, learn how to enable auto-payments so your users never miss a payment date
Alison Parker avatar
Written by Alison Parker
Updated yesterday

How do I manage additional charge settings?

As an admin, learn how to manage any bookings or purchases made without a plan
Alison Parker avatar
Written by Alison Parker
Updated yesterday

How do I manage my tax information?

As an admin, learn how to specify tax information for your organization
Alison Parker avatar
Written by Alison Parker
Updated yesterday

How do I manage my invoicing preferences?

As an admin, learn how to tailor your preferences to benefit your organization
Alison Parker avatar
Written by Alison Parker
Updated yesterday

How do I manage my invoice information?

As an admin, learn how to customize your invoices to display your organization’s information
Alison Parker avatar
Written by Alison Parker
Updated yesterday

How do I remove or disable payments and invoices from my Optix dashboard and app?

As an admin, learn how to disable all payment related features in Optix
Alison Parker avatar
Written by Alison Parker
Updated yesterday