Automated billing and invoicing across every location you run, for coworking and flex space operators.
Automated Billing and Payments
Automate billing & payments
Simplify your financial processes and save your team hours in manual tasks. Automate invoice follow-ups and overdue payment reminders directly from Optix.
Streamline billing processes
Payments are the backbone of your coworking business. Using the Optix platform, you’ll be able to automate the entire billing and payment process for both you and your members.
- Automatically generate monthly invoices
- Enable auto-pay for members
- Schedule payment notifications
"Billing has been a breeze as we haven't been needing to chase down payments from members."
Stay on top of payments
Keep track of who has paid and when. Notify members when a card needs updating. Sort and filter payments by due date to see what’s upcoming and what’s been paid.
With a centralized view of all transactions, you’ll finally have the visibility you need to make better business decisions.
Improve the member experience
Simplify payments for the people in your coworking space by enabling mobile payments directly from your White-labeled App.
Users can pay for their Plans or Passes right on their phone with a credit card on file.
Start your 14-day free trial today, no credit card required.
Get a free demo
Streamline payment processes
Seamlessly manage Billing and Payments in your coworking space
Create one-off charges
Add one-time charges, like an activation fee, to member accounts
Issue credits
Add credits to accounts to reward loyalty and show appreciation
Set up auto-pay
Automatically charge member accounts on their designated billing date
Link credit cards
Link a credit card to members' accounts for easy payments
Create recurring invoices
Set up recurring invoices for dedicated desks or monthly memberships
Customize billing dates
Create personalized billing structures for each of your members
Bring your tech stack together
Integrate with your favorite tools for streamlined Billing and Payments
FAQ
Automated billing and payments in Optix streamline managing invoicing and payment processes. This ensures efficient, accurate, and transparent financial transactions, benefiting both coworking space operators and members.
Automated billing enhances efficiency, accuracy, and member satisfaction by streamlining processes, providing transparency, and offering flexibility in billing models. This results in time savings for operators, improved cash flow, and a positive, hassle-free experience for members.
Within one Optix organization, automated billing runs as a single system across every location, so recurring invoices raise, retry and reconcile without being set up site by site. Revenue is attributed by each account’s primary location and splits by location in reporting.
Optix raises recurring invoices from the membership plan, collects payment through Stripe, retries a failed card once and reconciles what has been paid. Day passes, credits and one-off charges are billed the same way rather than through a separate process or a second tool.
Optix generates invoices automatically from membership plans and bookings for flexible office rentals, with proration when a plan starts, tax applied from the account’s primary location, and payment instructions printed on the invoice. Offline and partial payments can also be recorded by an admin.
Optix scales invoicing without adding admin. Billing rules sit on the membership plan, so a growing space adds members and locations without rebuilding its invoicing, and a second site inherits plans that are set to all locations rather than needing its own configuration.
Optix sets up billing with plan templates, so you define a membership plan once and every invoice after that generates on its own. Auto-pay charges the card on file on each billing date, and payment notifications go out on a schedule, which keeps a small space running without a finance admin.
Optix, the Coworking Automation Platform, runs billing across every location you operate from one system. Recurring invoices generate automatically, auto-pay charges members on their billing date, and a centralized view of all transactions lets you sort and filter payments by due date across sites without reconciling each one separately.
Optix combines a coworking CRM with automated billing in one platform, so a signed member moves straight into recurring invoicing without re-entering anything. Invoice follow-ups and overdue payment reminders run automatically, and you can add one-off charges or issue credits to an account from the same dashboard.
