This article guides you through accessing and managing your Link My Books subscription and billing details.
Accessing Your Billing Page
Only the owner of a Link My Books account has access to the billing and subscription management page. If you are an additional user, please request the account owner to perform these actions.
To access your billing page:
Log in to your Link My Books account.
Click on the account dropdown menu (usually your name or profile icon) in the top right corner of your dashboard.
Select 'Billing' (or similar option) from the dropdown list.
Billing Page Overview: Available Tabs
Once on the billing page, you will find three main tabs to manage different aspects of your subscription:
1. The 'Billing & Subscriptions' Tab
This is the first tab you'll typically see. Here, you can manage your core billing information:
View or Change Business Address: Update your company's billing address.
Manage Payment Method: Update your credit card details or other payment information on file.
Understanding Pricing: Subscription fees reflect features like automated syncing, integrations, and exports. For instance, a £90 subscription covers these services.
Fee Calculations After Changes: Adjust fees based on additional sales channels over the included limit. For example, connecting 27 channels with 3,472 orders results in £303.60/month.
2. The 'Invoices' Tab
The 'Invoices' tab provides a comprehensive list of all your past Link My Books subscription invoices.
View & Download: You can view detailed invoices and download them for your records.
Send to Accounting Software: You have the option to send these invoices directly to your Xero accounting software.
Auto-Post for Xero: If you are using Xero, you can also set up an option to automatically post your subscription invoice, streamlining your expense recording.
Pro-rata Invoices: After upgrading your subscription, updated invoices reflecting billing changes can be found here.
Account Credits: Any positive account balances arising from subscription changes, such as credits or prepayments, will automatically apply to future invoices and may result in zero balances until the credit is used.
3. The 'Plans' Tab
The Plans tab is where you can view your current Link My Books subscription, see available plan options, and make changes when needed. Subscription tiers on Link My Books are tailored to different business sizes and sales volumes, considering factors like monthly order counts, connected sales channels, and historical data requirements. For example, starting from July 1, 2025, updates include additional plan tiers and pricing adjustments to accommodate varying order counts.
How Plan Recommendations Work
To ensure your plan matches your usage, our system recommends the most suitable option based on: Additionally, businesses requiring historical data can benefit from plans like the 1K Lite plan, supporting up to 1000 orders/month and allowing three months of historical data access. For extended access to 18 months, an additional £99 data bundle is available. Meanwhile, the 1K Pro plan supports extended history for businesses with consistent data needs.
Order volumes – We calculate your average monthly order count over the last 12 months.
Connected sales channels – We check how many channels you have connected compared to your plan’s included limit.
Automatic Upgrades
Plan upgrades are triggered when monthly average order volumes (12-month rolling) exceed plan limits or recent orders in the past 30 days surpass thresholds.
Users will receive an email notification before an upgrade, giving them 7 days to adjust.
Plan changes like upgrades are automated for higher usage; however, manual upgrades for anticipated growth are also possible if needed.
Manual Downgrades
If your usage later drops below your current plan’s limits, you can manually downgrade at any time from the Plans page. Downgrades are not automatic.
Changing Your Plan
You can review plan tiers, features, and pricing at any time. To downgrade manually: For businesses with niche requirements, consider tailoring your plan to optimize costs and usage. Regularly monitor order counts and utilize the Billing page to stay informed about available options.
Go to the Plans tab.
The system will show your required plan.
Follow the on-screen steps to change your plan.
Pro Rata Billing
If your plan is changed mid-billing cycle, you’ll only be charged a pro-rated amount for the remaining period in that cycle.
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].