The Billing page (Settings → Billing) shows the plan your shop is on. Billing is the whole shop’s plan — the base subscription plus per-seat charges for extra logins — not a personal setting, so it lives in Settings and is limited to admins with the Manage Users permission. (Everyone else won’t see the Billing card or the page.)
Your plan
Your plan is set up with you by JewelTrak when you come on board, and it reads the same here no matter how you pay — card, check, wire, or a complimentary account.
- Tier and interval — which plan you’re on, billed monthly or annually.
- Base plan — the monthly rate for that tier. If you negotiated a rate, that’s what shows, marked (adjusted).
- Total logins — the number included with your base plan, plus any extra logins and what each costs.
- Discount — if your account carries one, you’ll see the subtotal, the discount, and what you actually pay.
- Status — Active, Trial, Past Due, Canceled, and so on.
To change tier, add logins, or move between monthly and annual, contact JewelTrak — we’ll make the change on your account and it appears here.
One-time charges
Anything billed once rather than every period — the setup fee, a data import, on-site training — appears in its own section with what it’s for and the amount. Each shows either Due on your next invoice or the date it was billed. One-time charges never renew.
Renewing
If your subscription is billed by invoice rather than by card, a Renewal invoice section appears when one is waiting for you. It shows the amount due and the due date, with two ways to settle it:
- Pay by bank or card — opens the secure payment page. Paying by bank transfer is the cheapest and quickest to clear; a card works too.
- Download PDF — the invoice as a numbered PDF you can print or forward to your bookkeeper. Mailing a check? Print this one. We mark it paid when your check arrives.
If your renewal is coming up and no invoice has been issued yet, you’ll see Request my renewal invoice instead. That sends word to JewelTrak and someone issues it — nothing is charged by pressing it.
You may also see Turn on automatic renewal instead. That’s optional. It keeps your exact plan and price and simply collects it automatically each period rather than invoicing you, so nothing lapses if an invoice is missed. Your plan doesn’t change and nothing is charged until you complete the checkout page.
Payment
This section is the only part that differs by how you pay.
Paying by card. You’ll see the card on file and your next renewal date, a Manage billing button, and your recent invoices with View / PDF links. The button opens the Stripe Customer Portal — Stripe’s own secure, hosted page — where you can update or replace the card, download past invoices and receipts, or cancel. JewelTrak never stores your card number.
Paying by check, wire, or on a complimentary account. You’ll see how you’re billed and what you’re paid through. When a renewal invoice is issued, it appears in the Renewing section above. To change your plan, add logins, or change payment, contact JewelTrak.
Tips
- Past due? If you pay by card, open the portal and update it — a failed renewal usually just means an expired or declined card, and access is restored once payment goes through.
- Logins climbing? Each active employee login counts. Deactivating someone who has left frees their login — manage users under Settings.
- Annual plans get a heads-up. If you’re billed annually and invoiced rather than charged automatically, a bar appears at the top of the app in the two weeks before your renewal date. Monthly plans don’t show it — those are collected on schedule, so there’s nothing to act on.
- If your subscription isn’t active, the page says so at the top and still shows your plan. Contact JewelTrak and we’ll sort it out.