Every TrackPath invoice is emailed to your primary billing contact when it’s issued, and you can find your full invoice history in the TrackPath application at any time.
Find your invoices
- Log into TrackPath and click Accounts in the left navigation menu, then select your account.
- Open the Billing section.
- Scroll down to Invoice history. Each invoice shows its billing period, invoice number, amount, due date and status (for example Paid or Open).
- Click View invoice on any row to open it.
Invoices are listed newest first. Use the arrows below the table to see older invoices.
Download an invoice for your finance team
Click View invoice on the invoice you need. The invoice page that opens lets you download the invoice and, once it’s paid, the receipt as PDFs, which you can send to your finance team.
If your finance team needs a copy of every invoice as it’s issued, you can add their email addresses so they’re sent automatically. See Choose who receives your invoices.
Pay an open invoice
How you pay depends on the Payment method shown at the top of the Billing page.
- Card billing: your card is charged automatically on the Next billing date. If an invoice shows as Open (for example, because a card payment failed), click View invoice and pay it by card on the invoice page. You can update your saved card with Manage billing details at the top right of the Billing page.
- Direct billing: invoices aren’t charged to a card automatically. You can either forward the invoice to Compass finance to pay on your organization’s behalf, or pay it yourself by credit card or P-card (see below).
Pay a direct-billing invoice by card
You can pay any Open invoice by card yourself, without contacting us for a payment link.
- Go to Accounts, select your account and open the Billing section.
- Under Invoice history, click View invoice on the open invoice.
- On the invoice page that opens, choose to pay and enter your card details.
Paying one invoice by card doesn’t switch your subscription to card billing. Future invoices are still sent to you to forward or pay. To change how you pay from now on, see Change how you pay: credit card or direct billing.
TrackPath Finance (COGA) invoices
Invoices for TrackPath Finance (COGA) are in the COGA app at coga.trackpath.app, not on the TrackPath Billing page. To pay one by card:
- Go to Accounts, open your account and click Settings.
- In the Invoices card, find the open invoice and click the arrow next to Download.
- Click Pay with card, then enter your card details on the page that opens.
Payment links in emails
Invoice emails also include a link to view or pay the same invoice page, so you don’t need to log in to get to it. If that link has expired or you can’t find the email, use the invoice list in the app as described above instead.
After you pay
Once you’ve paid an invoice, or forwarded it to Compass finance, you don’t need to do anything else. If your account has been locked for non-payment, see Unlock your account.
Want your finance team or another colleague to get invoices too? See Choose who receives your invoices.
That’s it, contact us if you have any questions!