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Managing Your Link My Books Subscription and Billing

How to access your billing information, invoices, and change your subscription plan

Daniel Little avatar
Written by Daniel Little
Updated over a week ago

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:

  1. Log in to your Link My Books account.

  2. Click on the account dropdown menu (usually your name or profile icon) in the top right corner of your dashboard.

  3. Select 'Billing' (or similar option) from the dropdown list.

A screenshot of the "Settlements" page in the "Link My Books" application.  At the top, the "LINK MY BOOKS" logo is on the left, and navigation options like "Settlements" (highlighted), "Inventory", "Accounts & Taxes", and "Settings" are present. On the right, an Amazon logo with "Amazon EU Demo" and "AMAZON EUROPE" is displayed, and a menu icon. A dropdown menu is open from this Amazon profile icon. The menu options are: "Add Account", "Amazon North America", "eBay Store 1", "Billing" (with a red arrow pointing to it from the left), and "Logout". A red dotted rectangle surrounds the "Amazon EU Demo" profile area.  The main content area is titled "Settlements" in orange text. Below it, instructions read: "For bulk selection, hold CMD / CTRL key and select transactions." There's also a search icon, a toggle switch for "SHOW HIDDEN" transactions, and a key icon.  The page displays a table of settlements with columns: "Marketplace", "Amount", "Date", and "Status". Each row also has an "ACTION" button on the right.  The visible settlement entries are: * **Amazon.co.uk**: Amount "£14.62", Date "Sep. 14-28, 2021", Status "Ready to send" (blue dot). * **Amazon.es**: Amount "€214.62", Date "Sep. 14-28, 2021", Status "Sent Oct 13, 2021" (green checkmark). * **Amazon.de**: Amount "€14.62", Date "Sep. 14-28, 2021", Status "Processing" (orange dot). * **Amazon.co.uk**: Amount "€14.62", Date "Sep. 28 - Oct. 5, 2021", Status "Processing - Awaiting VAT Data" (orange dot). There's a "Why split?" link next to the marketplace. * **Amazon.es**: Amount "€14.62", Date "Sep. 14-28, 2021", Status "Sent Oct 13, 2021" (green checkmark). * **Amazon.se**: Amount "kr 114.62", Date "Sep. 14-28, 2021", Status "Sent Oct 13, 2021" (green checkmark). * **Amazon.pl**: Amount "€14.62", Date "Sep. 14-28, 2021", Status "Missing EUR currency" (red dot). * **Amazon.nl**: Amount "€14.62", Date "Sep. 14-28, 2021", Status "Sent Oct 13, 2021" (green checkmark). * **Amazon.it**: Amount "€14.62", Date "Sep. 14-28, 2021", Status "Sent Oct 13, 2021" (green checkmark). * **Unknown**: Amount "€14.62", Date "Sep. 14-28, 2021", Status "Unknown marketplace" (red dot).  At the bottom of the table, there is pagination with "1", "2", "3", "...", "12", and a "next page" arrow. Page "1" is currently selected.

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

A screenshot of the "Billing" page within the "Link My Books" application, displaying the "Billing &amp; Subscription" tab.  At the top, the "LINK MY BOOKS" logo is on the left. The navigation bar includes "Settlements", "Analytics", "Accounts &amp; Taxes", "Inventory", and "Settings". On the right, there's a notification bell, a user profile icon for "LMB Shop (Demo AU)" with "LMB SHOP" beneath it, and a hamburger menu icon.  The main content area is headed "Billing" in orange text, accompanied by a small refresh icon. A description reads: "Here you'll find your payment invoices and can update your card on file."  Three tabs are displayed: "Billing &amp; Subscription" (currently active and underlined), "Invoices", and "Plans".  Under the "Billing &amp; Subscription" tab, there's a section for "Payment Method". It shows a masked card number "•••• ••••" and a blue "CHANGE" button.  Below this, there are input fields for billing address details: * "INVOICE TO": "Bella's Demo" * "ADDRESS 1": "Demo street" * "CITY": "Demo city" * "POSTAL CODE": "Demo 123" Each of these fields has a small 'x' icon to its right, likely for clearing the input. * "COUNTRY": A dropdown menu is set to "United Kingdom".  At the bottom of this section, there's a blue "UPDATE" button.  In the bottom left corner of the screen, there's a small green logo with text "© 2025 FOLC Tech Ltd | <a href="mailto:support@linkmybooks.com" target="_blank" rel="nofollow noopener noreferrer">support@linkmybooks.com</a>". In the bottom right, there are two icons: a chat bubble and a notification bell with a red circle indicating "0" new notifications.

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.

2. The 'Invoices' Tab

A screenshot of the "Billing" page in the "Link My Books" application, with the "Invoices" tab selected and a dropdown menu open for one of the invoices.  At the top, the "LINK MY BOOKS" logo is on the left. The navigation bar includes "Settlements", "Inventory", "Accounts &amp; Taxes", and "Settings". On the right, there's a notification bell, an Amazon logo with "Amazon EU Demo" and "AMAZON EUROPE" beneath it, and a hamburger menu icon.  The main content area begins with the heading "Billing" in orange text, with a small refresh icon next to it. A description reads: "Here you'll find your payment invoices and can update your card on file."  Three tabs are displayed: "Billing &amp; Subscription", "Invoices" (currently active and underlined), and "Plans".  Under the "Invoices" tab, a list of invoice entries is displayed. Each entry includes: * **Invoice #**: The invoice number. * **Status**: "Paid". * **Date**: The date of the invoice. * **Plan**: The associated plan. * **Total**: The total amount of the invoice in GBP (£). * A three-dot menu icon on the far right.  The visible invoice entries are: * **234567890-0002**: Status "Paid", Date "Feb 13, 2022", Plan "1K Plan Pro", Total "£33.00". A three-dot menu icon is present, but its dropdown is not open. * **234567890-0001**: Status "Paid", Date "Jan 13, 2022", Plan "1K Plan Pro", Total "£33.00". The three-dot menu icon for this invoice is active, and a white dropdown menu is open below it, showing two options: "Download Invoice" and "Send to Xero".

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

A screenshot of the "Billing" page in the "Link My Books" application, with the "Plans" tab selected.  At the top, the "LINK MY BOOKS" logo is on the left. The navigation bar includes "Settlements", "Analytics", "Accounts &amp; Taxes", "Inventory", and "Settings". On the right, there's a notification bell, a user profile icon for "LMB Shop (Demo AU)" with "LMB SHOP" beneath it, and a hamburger menu icon.  The main content area begins with the heading "Billing" in orange text, with a small refresh icon next to it. A description reads: "Here you'll find your payment invoices and can update your card on file."  Three tabs are displayed: "Billing &amp; Subscription", "Invoices", and "Plans" (currently active and underlined).  Under the "Plans" tab, a large white card is displayed, showing details about the current plan and usage. This card is divided into three columns:  1.  **You need this plan**:     * "Starter 15 Lite (2025)"     * "Total cost"     * "£13/month"     * A large orange "Subscribe" button.     * A link "Have a coupon?".  2.  **Your order count**:     * "0 / month"     * "Your channel count"     * "0 connected channels"  3.  **Got questions?**:     * An email address: "<a href="mailto:onboarding@linkmybooks.com" target="_blank" rel="nofollow noopener noreferrer">onboarding@linkmybooks.com</a>"  Below this card, there's a section titled "ADMIN FEATURES" which lists various plan features with tooltips (indicated by blue '?' icons): * "Orders per month": "15" * "Number of sales channels": "1" * "Number of marketplaces": "Unlimited" * "Historical data": "3 months" * "Support available": "Email, Chat, 1 to 1 Onboarding"  In the bottom left corner of the screen, there's a small green logo with text "© 2025 FOLC Tech Ltd | <a href="mailto:support@linkmybooks.com" target="_blank" rel="nofollow noopener noreferrer">support@linkmybooks.com</a>". In the bottom right, there are two icons: a chat bubble and a notification bell with a red circle indicating "0" new notifications.

The Plans tab is where you can view your current Link My Books subscription, see available plan options, and make changes when needed.

How Plan Recommendations Work

To ensure your plan matches your usage, our system recommends the most suitable option based on:

  • 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

  • If your monthly average order count (12-month rolling) exceeds your plan limit or you add new sales channels that take you above your plan’s included limit, you’ll receive an email notification.

  • 7 days after that email, your plan will be automatically upgraded to match your current usage.

  • Note that is't not possible to manually upgrade your plan. You will be automatically upgraded you when your usage requires it.

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:

  1. Go to the Plans tab.

  2. The system will show your required plan.

  3. 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].

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