Managing Subscriptions, Sales Channels, and Client Billing on Link My Books
Managing subscriptions, sales channels, and client billing on Link My Books involves understanding ownership roles, subscription billing structures, and client management. This guide provides an overview along with step-by-step instructions to help you optimize your account setup.
Overview of Subscription Management
Link My Books provides flexibility in how you handle billing and manage accounts. Whether you're an individual user or managing clients' accounts as part of an agency, there are various options to streamline processes and optimize costs.
Consolidating Sales Channels Under One Subscription
If you manage multiple sales channels with different associated email addresses, these can be consolidated under a single subscription. To transfer and consolidate ownership:
Confirm that both sales channels need to be owned by the same email address.
Request authorization from the current owner of the sales channel you wish to consolidate.
Send an authorization email from the current owner to [email protected].
Ensure both parties involved in the ownership transfer provide authorization.
Once both authorizations are received, the support team at Link My Books can process the migration and consolidate the accounts under one ownership.
Managing Subscriptions for Multiple Clients
When managing multiple clients on Link My Books:
A single subscription covers all connected client accounts under your management. This is based on the total order count across connected sales channels each month and the number of sales channels, rather than a separate subscription for each client account.
You have the option to cover the cost of the subscription or re-bill clients based on the rates they would incur if subscribing directly. This shared subscription can help save collective costs compared to individual plans.
Benefits of Ownership Consolidation and Streamlined Billing
Consolidating ownership of sales channels and managing multiple clients' accounts under one subscription:
Simplifies account administration.
Reduces collective costs with shared billing plans.
Offers flexibility in deciding who pays for the subscription, either you as the accountant or your clients individually.
Provides enhanced access to historical data for analytics and reporting.
If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].