Billing: how this screen works
Billing shows what you pay QrX: your open balance, the invoices QrX sends you, and the plan you have for each QrX product. Open it from Settings and choose Billing. The screen has three tabs: Overview, Invoices and Plans.
Overview tab
The four cards at the top give you the summary in one look:
Balance: the total of your open invoices, including VAT, and how many invoices are open. Click Pay all to pay all open invoices at once on a secure payment page (only shown when your role can manage billing and something is open).
Forecast excl. VAT: an estimate of your next invoice, before VAT.
Next billing date: the earliest next invoice date across your channels.
Plan: your plan. If your channels have different plans, it says Multiple plans.
Top right you find Refresh (loads the latest numbers) and Export (downloads your recent invoices as a file; only shown when your role allows exports).
Per company / channel
Below the cards is one row per company or sales channel with its Plan, Next billing date and Forecast. The pill shows Forecast ready, or Forecast updating… while QrX is still adding up the latest orders. The list loads more channels automatically as you scroll. Click a row to see its details:
Open invoices: the unpaid invoices of this channel with their due date. Click Pay to pay one. When nothing is due you see "Nothing due right now. You are all settled."
Recent billing activity: the last three invoices of this channel.
Plans on this channel (top of the right side): one pill per QrX product the channel pays for, for example Shipping platform Enterprise, Returns Free, Message Centre Team and Warehouse (WMS) Starter.
Next invoice (right side): the estimate for the next invoice, excluding VAT, split per cost type: shipping charges, fuel surcharge, payment-only split fee, carrier corrections, own-contract label fees, partner labels, pay-on-delivery overage and SMS costs, then one plan row per product (for example "Message Centre plan: Team", also when the plan is free), plus extra seats and usage over plan per product when they apply.
Pay-on-delivery this month: how many pay-on-delivery payments you used, compared to what your plan includes. A red bar means you are over the included amount; the extra ones appear on your next invoice.
View already-settled receipts: jumps to the Invoices tab with only paid invoices.
How paying works
QrX does not keep a card or bank account on file for your invoices. When you click Pay or Pay all, QrX opens a secure payment page in a new browser tab. You choose how to pay there. When the payment is done, the invoice changes to Paid on this screen. Only users whose role can manage billing see the pay buttons; others can look but not pay.
Invoices tab
Status tabs: All statuses, Unpaid, Paid, Overdue and Settled. The number next to the active tab is how many invoices match.
Search: type an invoice number. The list updates while you type.
Date range: show only invoices from a period.
Refresh: reload the list.
Export: download the invoices that match your filters as a spreadsheet file (only when your role allows exports).
Statement: download a statement of the invoices that match your filters (only when your role allows exports).
Extra filters: All types (Plan, Shipping charges, Usage & corrections, Plan change), All companies (one company or channel) and the environment filter All, Live or Test. On a small screen these sit behind the Filters button. QrX remembers your Live or Test choice for next time.
Each row shows the Invoice number (and whether it is an invoice or a credit note), the Company, the Type, the Date, the Amount including VAT and the Status. Status badges tell you whether the invoice is Issued and whether it is Unpaid, Paid, Overdue, Settled, Refunded or Chargeback. A Disputed or On hold badge means QrX is looking into it with you. A TEST badge marks a test invoice. The list loads more invoices as you scroll.
Open an invoice
Click a row to open it below the row. You get:
Pay: pay this invoice on the secure payment page (only for unpaid invoices and when your role can manage billing).
Download PDF: open the invoice PDF.
View all orders: opens your transaction list in a new tab, filtered to the orders on this invoice.
Need help?: opens the Help Center so you can ask QrX about this invoice.
Invoice lifecycle: when the invoice was issued, when payment is due, any reminders that were sent, and when it was paid (or that it is still outstanding).
Lines: every line with description, quantity, unit price, VAT % and amount, plus the subtotal excluding VAT, the VAT and the total.
Notes: messages from QrX about this invoice, if there are any.
Plans tab
The Plans tab shows one QrX product at a time. Pick it in the row at the top: Shipping platform, CRM, Returns, Message Centre or Warehouse (WMS). Under each name you see your plan, or Not active. A blue dot means a change is scheduled.
Shipping platform is billed per sales channel. The table shows each Channel with its Plan (price and Monthly or Annual), Next billing and Usage. Use the arrows icon at the end of a row for Switch to annual billing or Switch to monthly billing. Account usage below shows the limits for your whole account.
Other products are billed for your whole account. Your plan shows the plan, its price excluding VAT, Next billing, Invoiced to and Billing (Monthly or Annual). The billing cycle is set on the invoiced channel: Switch to annual or Switch to monthly opens that channel on the Shipping platform, and the change also applies to every other product invoiced to it.
Your next invoice lists what the next invoice for this product contains: the plan, the paid seats and the total, excluding VAT. Usage over your plan is added on top.
When a product is Not active, click Add. Cancel product stops a product at the end of the current period; until then you can undo it.
Seats and usage
If your plan includes seats, the seats card shows how many seats you have (included plus paid) and how many are In use. Change Paid seats with the minus and plus buttons or by typing; the price shows next to it before you click anything. Click Review change to see the exact amounts and confirm. More seats are billed right away for the rest of the period; fewer seats apply from the next period. While a change is scheduled, or when your plan is contract managed, the buttons stay visible but disabled, with the reason underneath. The Usage card shows what you use against your plan, and paid seats count toward the allowance. A red line means you are over a limit: what you have stays, but new items above it are blocked.
Compare plans
Under each product you see all its plans side by side. The Monthly and Annual switch only changes the prices you see; a blue note appears when it differs from the cycle you are billed on, with a button to Change billing cycle. Each card lists the limits and what the plan adds to the previous plan. Your plan has the Current plan badge. The other cards have a button to upgrade, downgrade or add that plan; the wording follows the whole price including your paid seats, the same rule QrX uses when it charges. Plans marked Contact sales have a Contact us button. Compare every limit and feature opens a table with every limit and feature of every plan. With several channels on the Shipping platform, choose the channel next to Compare plans for first.
Plans you picked on our pricing page
If you chose paid plans on the QrX pricing page before you signed up, your account still starts on Free. After approval, the Plans tab shows the card Plans you picked on our pricing page with one row per plan: the product, the plan and Annual or Monthly. Click Review to open that product and the review panel with the plan selected; nothing changes until you confirm there. Use the X to hide the card. A short banner in PortalX points you here until then.
Review and change your plan
Click the button on the plan you want, Change billing cycle, Review change for seats, or Cancel product. A panel opens on the right, at the bottom on a phone.
Check the Plan in the list (and for the Shipping platform the Channel). For a new product you also choose Paid by channel: the channel that receives the invoice. A channel without billing details cannot pay for a paid plan.
Read the summary: Change, Takes effect (now, or on a date), Invoiced to, Pay today, Then (what you pay per month or year after that), and You get or You lose (features). A warning shows when you already use more than the new plan includes.
Click Confirm change, or Close to leave everything as it is. The panel does not close when you click outside it.
Upgrades usually start right away and you pay the difference for the rest of the period. Downgrades, cancellations, fewer seats and billing cycle changes are scheduled for the end of the period. A scheduled change shows as a blue line in the product, for example "Changes to Free on 01-11-2026". Click Cancel change there if you change your mind.
If your plan is Contract managed, it follows your contract with QrX. Click Contact QrX to change it.
Plan change history
At the bottom you see every plan change: Date, Product, Change (for example Upgrade or Seat change), Details, Effective date, Status (Scheduled, Applied, Cancelled or Failed) and the Invoice it created.
Tips and common questions
I do not see the Pay or plan buttons: your role can view billing but not manage it. You see "Only users who can manage billing can change plans." Ask an account admin.
"No payment link available for this invoice": QrX could not create a payment page for this invoice. Use Need help? on the invoice.
"Payment could not be started": try again in a moment. If it keeps happening, contact QrX.
"No invoices match the current filter": Export or Statement found nothing. Clear the filters or widen the date range.
"This channel has an overdue invoice. Pay it first, then upgrade.": pay the overdue invoice, then try the upgrade again.
"A change is already scheduled. Cancel the scheduled change first.": cancel the blue scheduled change in the product section, then choose again.
"You changed this plan too often today. Try again tomorrow.": there is a daily limit on plan changes.
"This product cannot be cancelled. Choose the Free plan instead.": some products cannot be stopped; switch to their Free plan.
"This channel is not set up for invoicing yet.": contact QrX support and we will fix it for you.
"Billing for this channel is on hold.": contact QrX to change your plan.
Need help? Click Chat at the bottom of the Help Center.