Billing and invoices

Track 2 Pay charges by how many transactions you process each month. A quiet month costs less than a busy one, and the cost tracks the value you are getting rather than a headcount you have to keep updating.

Find your history under the gear icon, then your account name, then the Billing History tab.

This page is about what you pay Track 2 Pay. It has nothing to do with what you pay your clinicians — that is running a payout.

How the charge is worked out

Each month, Track 2 Pay counts the transactions processed on your account and prices them against your plan.

Plans use volume bands, often as a base amount plus an overage rate beyond it, so cost scales smoothly as the practice grows instead of jumping at a threshold.

There is also a small overage grace, so a month that edges barely over a band does not immediately push you into the next one.

New accounts start on a trial and are not charged while trialling.

Reading the history

Column	What it shows
Period	The month being billed
Transactions	How many were processed
Price	What it came to
Plan	Which plan applied
Status	Where the invoice has got to
Invoice	Download PDF once one has been issued

The statuses

Preview — the month is still running; the figure will move as more data comes in.

Finalized — the month is closed and the amount is settled.

Non-Billable — nothing to charge, usually because you were trialling.

Once an invoice has been raised, the status becomes the invoice’s own: Draft, Pending, Paid, Voided, Uncollectible, Failed or Action Required.

When something needs your attention

Rows that need action show a button.

Pay — an invoice is outstanding.

Retry — a payment failed, usually an expired or declined card. Retry after updating the card.

Resolve — your bank has asked for extra confirmation, typically a 3-D Secure step. Follow it through and the payment completes.

If a Manage Billing button is available on your account, it opens the secure payment portal where card details are handled. Card numbers are never entered into Track 2 Pay itself.

Downloading invoices

Download PDF in the Invoice column gets you a copy for your records or your accountant.

Account statuses

Your account itself is in one of three states:

Trial — evaluating, not charged.
Active — normal, billed monthly.
Inactive — access suspended. Contact support.

Who can see this

Owners and Editors can see billing history and download invoices. Clinicians on the Provider role cannot see any of it.

Questions about a charge

Billing questions go to support — open the Help menu in Track 2 Pay and choose Support, or see getting support. Include the period you are asking about.