💳 Billing & Invoicing
The Billing & Invoicing page provides a secure, centralised location to manage the financial relationship between your company and Optiply. Here, you can easily track your past bills, set up automatic payment methods for hassle-free renewals, and ensure your tax details are correct.
To access this page, navigate to Settings in the main top menu, and select Billing & Invoicing from the left-hand sidebar. The page is divided into two main tabs: Invoices and Subscriptions.
🧾 1. The Invoices Tab
This is your primary dashboard for managing payments and financial records. It is split into three main sections:
A. Invoice History
In this section, you can see a complete ledger of all your past and pending invoices.
Status: You can quickly see the status of each bill (e.g., Paid, Voided, Pending) and the total amount on the right-hand side.
Viewing Invoices: To see an invoice in detail, simply click on the blue Invoice Number (e.g., I2021008993). This will open a detailed PDF version of the invoice that you can consult, download, or print for your records.
Paying Invoices: If an invoice is pending, you will see a "Pay Now" option. Clicking this will open a secure pop-up to process your payment. (Note: You must have a payment method saved prior to doing this!)
B. Payment Method
In this section, you can securely add or update the payment method used to pay for your Optiply subscription.
Click the blue Add payment method button.
A secure overlay will appear, allowing you to select your preferred method (e.g., Credit Card, SEPA Debit, iDEAL).
Fill in your card or bank details and click Save.
C. Billing Details
This section ensures your invoices are legally compliant and sent to the correct people in your organisation. You must click the blue Save button at the bottom of this section after making any changes!
Address: Make sure you fill in the correct street address, city, and zip code for your headquarters (you can always edit this later if you move).
Billing Contacts: Select the primary user (and any secondary users) who should receive billing-related emails.
Tax ID: This is where you fill in the unique identifier assigned to your business for VAT/Tax registration purposes.
📅 2. The Subscriptions Tab
Clicking the Subscriptions tab at the top of the page allows you to view the details of your current Optiply software plan.
This view provides complete transparency into what you are paying for:
Plan Status: See your current tier (e.g., Legacy Pricing) and its status (e.g., Active).
Renewal Date: Easily track exactly when your current billing cycle ends and your subscription renews.
Cost Breakdown: View the specific line items of your charge, the billing period, the quantity of licenses, and the total monthly/annual price.
❓ 3. Frequently Asked Questions (FAQs)
How do I change the email address that receives the invoices?
In the Billing details section, simply click the dropdown menu under Primary billing contact or Secondary billing contacts and select the appropriate user from your team. Ensure the person you want to select has already been invited to your Optiply account as a User!
Is my credit card information secure?
Yes. Optiply does not store your raw credit card numbers on our servers. When you enter your card details in the Payment Method section, they are securely encrypted and processed by our certified payment gateway provider.
Why does my invoice say "Voided"?
An invoice is marked as "Voided" if it was cancelled or generated in error and replaced by a newer, corrected invoice. You do not owe any money on a voided invoice.