You can pay for a TrackPath subscription in one of two ways:

• Credit card: we charge your card automatically every billing period.
• Direct billing with Compass: we don’t charge a card. Each invoice is emailed to you, and you forward it to Compass finance to pay on your organization’s behalf.

Direct billing is only available to organizations that have it set up with us. If your organization doesn’t, you’ll pay by credit card. If you’d like to pay by direct billing but don’t see the option, contact us at support@trackpath.app.

Who can do this

You need to be a Level 3 (Account Admin) or Level 4 user with access to the account. If you don’t see the Accounts menu, ask a Level 3 user on your account, or see User access levels.

Check how you pay now

1. Log into TrackPath and click Accounts in the left navigation menu, then choose your account. If you only manage one account, the menu item is called Account and takes you straight there.
2. In the account’s menu, click Billing.
3. Look at Payment method under your plan. It shows either the card on file (for example, “Visa ending in 4242”) or Direct billing.

Switch between credit card and direct billing

If you only want to change how you pay, and your plan stays the same, contact us at support@trackpath.app. Tell us the account name and whether you want to pay by credit card or direct billing, and we’ll make the switch for you.

If you’re also changing your plan, for example the number of associates or your add-ons, you can choose the payment method in the same step:

1. On the Billing page, click Change plan at the top right.
2. Choose your new number of associates and add-ons.
3. Under Payment method, choose Credit card or Direct billing with Compass. You’ll only see this section if your organization has direct billing. If it’s missing and you’d like direct billing, contact us at support@trackpath.app.
4. Click Change plan at the bottom of the page.
5. If you chose Credit card, you’ll be taken to a secure checkout page to enter your card details. The switch isn’t finished until you complete that page.

If your account doesn’t have a plan yet, you’ll choose the payment method the same way when you pick your plan, and the button at the bottom says Subscribe.

After you switch to direct billing

• Your card is no longer charged.
• Each new invoice is emailed to your primary billing contact. Forward every invoice to Compass finance so it gets paid. See Subscription invoices and receipts to find and download any invoice.
• To have invoices sent straight to your finance team, add their email addresses as invoice recipients. See Choose who receives your invoices.

After you switch to credit card

• Your card is charged automatically for future invoices.
• Invoices that were already Open under direct billing are not charged to your new card. Pay each of them by card using View invoice on the Billing page (see Subscription invoices and receipts), or contact us and we’ll help you pay them.
• To update the card later, click Manage billing details at the top right of the Billing page.

If you have any questions, contact our support team at support@trackpath.app.