Billing and invoicing

Planpath uses monthly invoicing for provider lead purchases. You are only billed for leads you buy, and only in months when you make a purchase.

Setting up billing

Before you can purchase leads, you need to set up billing. This is a one-time process:

1. Navigate to a lead you want to purchase, or go to Settings → Billing
2. Select Setup Billing — you will be redirected to a secure Stripe page
3. Enter your payment details (card or BACS Direct Debit)
4. Confirm your billing address
5. You are redirected back to Planpath — billing is now active

Once set up, you can purchase leads immediately. Your payment method is stored securely by Stripe and used to collect monthly invoices automatically.

How billing works

When you purchase a lead, the charge is added to your running monthly invoice. At the end of each billing cycle, Planpath collects all charges into a single invoice and attempts payment automatically.

Key points:

• No upfront subscription fee — you pay only for leads you purchase
• No invoice in quiet months — if you do not purchase any leads, no invoice is generated
• Consolidated billing — all lead purchases within a billing cycle appear on one invoice
• Automatic collection — invoices are charged to your saved payment method

Your first purchase

On your first lead purchase after setting up billing, Planpath automatically establishes your monthly billing cycle. The lead purchase is added as the first item on your invoice.

You do not need to configure the billing cycle manually — it starts automatically from the date of your first purchase.

Billing details

Your billing details are collected during the billing setup process:

• Payment method — a card or BACS Direct Debit saved via Stripe (required)
• Billing email — where invoices are sent (collected during setup)
• Billing address — your organisation's registered address (collected during setup)

To update your payment method or billing details, go to Settings → Billing and select Manage Subscription.

Viewing invoices

Your billing history is available in Settings → Billing. Each invoice shows:

• The billing period
• Each lead purchased, with the customer name and bundle count
• The total amount charged
• Payment status

You can download PDF invoices for your accounting records.

Invoice line items

Each lead purchase appears as a separate line item on your invoice. Line items include:

• Description — e.g. "Lead Purchase: 50 units - Acme Ltd"
• Amount — the price calculated at the time of purchase

Prices are variable and reflect the estimated value of each lead. See Lead marketplace and purchasing for details on how lead pricing works.

Payment issues

If a payment fails, you will receive a notification and email prompting you to update your payment method. While your account has a billing issue:

• Outstanding leads remain accessible — you can continue working on proposals for leads you have already purchased
• New purchases are blocked — you cannot purchase additional leads until the issue is resolved
• If payment remains outstanding, your access to purchased leads may be suspended

Update your payment method in Settings → Billing to resolve any issues promptly.

VAT

Planpath is not currently VAT-registered. When VAT registration is completed, VAT will be added to invoices at the standard UK rate. Prices shown on leads are exclusive of VAT.

If your organisation has a VAT number, you can add it in Settings → Billing for your records.

---

FAQs

Is there a monthly subscription fee? No — there is no standing charge. You are only invoiced for leads you purchase.

Do I need to set up billing before browsing leads? No — you can browse and save leads freely. Billing setup is only required when you are ready to make your first purchase.

When am I charged? Charges are collected at the end of each monthly billing cycle via your saved payment method.

Can I pay by invoice/bank transfer? Currently, only card and BACS Direct Debit payments via Stripe are supported. Contact support if you need alternative payment arrangements.

Can team members share billing? Yes — billing is at the organisation level. All lead purchases by any team member with purchasing permissions appear on the same monthly invoice.

What happens if I dispute a charge? Contact support to discuss any billing queries. Disputed charges may result in a temporary hold on lead purchases until resolved.

What payment methods are accepted? Visa, Mastercard, American Express, and BACS Direct Debit are supported via Stripe.