Optix

As a User, learn how to add a payment method to your account within the app

How do I add or remove my payment method information?

As a user, learn how to verify your ACH payment method

How do I verify my ACH payment method with Optix?

As a user, learn how to input your card information for future payments

How do I add a payment method to my account?

As a user, learn how to set your account to process invoice payments automatically

How do I enable or disable auto-payments?

As a user, learn how to pay your invoices directly through the app or through a web browser

How do I pay my invoices?

As a user, learn where you can find a full record of all of your invoices in the mobile app

How do I review my past, due, and upcoming invoices?

As a user, learn how to send a copy of your invoice to yourself or a third party

How do I email or download an invoice?

As a User, learn how and when you will be billed

When will I be billed?

As a user, learn how billing works if you are part of a team

Will I be billed if I'm part of a team?

As a user, learn how to delete old card information

How do I remove a payment method from my account?

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Create your workspace and invite the people you work with.

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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.

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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