Optix

As an admin, learn where to configure your settings, and what payment settings you can customize

How do I configure my payment settings in Optix?

As an admin, learn how to set your billing date

How do I set my invoicing billing date?

As an admin, learn how to require your users to input a payment method when creating their accounts

How do I require payment methods from my users?

As an admin, learn how to enable the autopay option so your users never miss a payment date

How do I enable auto-payments in my organization?

As an admin, learn how to specify tax information for your organization

How do I manage my tax information?

As an admin, learn how to customize your invoices to display your organization’s information

How do I configure my invoice settings?

As an admin, learn how to disable all payment related features in Optix

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

As an admin, how do I customize the tax rates in different areas in my dashboard?

How do I customize my tax rates?

Sarah L.

Raul Zhou

Invoicing Settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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{appName} in 60 seconds

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.

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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