For Managers | Billing & Payments

Learn how to integrate a payment gateway and configure your payment settings in Optix

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22 articles in this collection
Written by David Koke
Invoicing

How do I configure my payment settings in Optix?

Learn how to configure Optix to handle your payments
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Written by David Koke
Updated over a week ago

How are invoices generated in Optix?

Learn about the invoicing logic used in Optix
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Written by David Koke
Updated over a week ago

How do I create a manual / one-time invoice?

Learn how to create a new invoice for a user manually
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Written by David Koke
Updated over a week ago

How do I add or remove services, discounts, and line items from invoices?

Learn how to make adjustments to an existing invoice
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Written by David Koke
Updated over a week ago

How do I add or remove a payment method on behalf of a user or team?

Learn how to add payment details for a user or team from within the admin dashboard
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Written by David Koke
Updated over a week ago

How does Optix process payments and can I trigger a charge manually?

Learn what Optix does when an invoice payment fails, and how to view transaction attempts for a particular invoice
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Written by David Koke
Updated over a week ago

How do I get Optix invoice data in to my accounting system?

Learn how to import Optix invoice data in to Xero, QuickBooks and other accounting systems
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Written by David Koke
Updated over a week ago

How do I require users to pay a deposit?

Learn how to collect deposits through Optix
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Written by David Koke
Updated over a week ago

How do I process a refund for a user?

Learn how to process a refund for a user
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Written by David Koke
Updated over a week ago

Can I add refunded credits back onto a user's account?

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Written by David Koke
Updated over a week ago
Payment Gateway Integrations

What payment gateways does Optix integrate with?

Learn what payment gateways can be integrated with Optix
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Written by David Koke
Updated over a week ago

What is the cost to integrate with my payment gateway?

Learn about the cost to integrate your preferred payment gateway
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Written by David Koke
Updated over a week ago

How do I set up my payment integration with Stripe?

Learn how to link Optix with your Stripe account to accept and process payments
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Written by David Koke
Updated over a week ago

How do I set up my payment integration with Stripe (including US bank accounts)?

Learn how to link Optix with your ACH enabled Stripe account to accept and process payments. Available for US based customers only.
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Written by David Koke
Updated over a week ago

How do I set up my payment gateway integration with Authorize.net?

Learn how to link Optix with your Authorize.net account to accept and process payments
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Written by David Koke
Updated over a week ago

How do I set up my payment integration with Payflow Pro?

Learn how to link Optix with your Payflow Pro account to accept and process payments
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Written by David Koke
Updated over a week ago

How do I set up my payment integration with PayPal Payments Pro?

Learn how to link Optix with your PayPal Payments Pro account to accept and process payments
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Written by David Koke
Updated over a week ago

How do I set up my payment integration with Conekta?

Learn how to link Optix with your Conekta account to accept and process payments
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Written by David Koke
Updated over a week ago

How do I set up my payment gateway integration with Heartland Payment Systems?

Learn how to link Optix with your Heartland Payment Systems account to accept and process payments
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Written by David Koke
Updated over a week ago

How do I set up my payment gateway integration with CardConnect (CardPointe)?

Learn how to link Optix with your CardConnect/CardPointe account to accept and process payments
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Written by David Koke
Updated over a week ago

How do I set up my payment integration with TransFirst/TSYS?

Learn how to link Optix with your Transfirst/TSYS account to accept and process payments
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Written by David Koke
Updated over a week ago

How do I change my payment gateway account?

Learn how to change the payment gateway that is used to process your payments in Optix
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Written by David Koke
Updated over a week ago