Streamline your operations with automated invoicing
Put Your Monthly Invoicing on Auto-pilot
Automate invoicing
Create custom automations related to invoicing, like automating overdue invoice reminders to users, to speed up your financial processes and do more with less.
Simplify invoicing processes
Managing invoices is a significant energy drain. Streamline your financial processes end-to-end with invoicing automation.
- Send invoice reminders to members
- Enable mobile payments via any device
- Review all invoices at a glance
“Invoicing is very good, especially with a flurry of new users. I found that really straightforward in Optix.”
Improve payment oversight
Manage your monthly coworking invoices and stay on top of your finances. Access detailed data and analytics right at your fingertips in your admin dashboard.
The better you understand your finances, the better your business outcomes will be.
Integrate your accounting software
Take your Invoicing process to the next level via direct two-way integrations with Xero and Quickbooks. Map Optix to your accounting software to streamline Invoicing and improve payment oversight.
A user-friendly experience
Improve the payment experience in your coworking space. Enable users to review and pay for coworking invoices directly on their phone. Customize when and how payment notifications are sent to users for an overall easy payment experience.
Start your 14-day free trial today, no credit card required.
Get a free demo
Save time with invoice automation
Reduce your overhead and cut your manual invoicing time in half
Automatic payment reminders
Set auto-pay reminders for members
Custom invoice names
Create custom names for invoices
Custom charge dates
Set a unique charge date for each invoice
Automatic credit application
Use credit cards on file for outstanding invoices
Location-based Invoicing
Invoice users based on their location
Early charge
Charge your invoices ahead of schedule
Bring your tech stack together
Integrate your accounting software and streamline your financial processes
FAQ
Invoicing enables operators to generate and manage invoices for their members. It automates the billing process and helps streamline financial transactions in a coworking space.
In your dashboard, invoices will be labeled the following ways: pending, upcoming, due, overdue, processing, paid, or void.
