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.
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.
3. The 'Plans' Tab
The 'Plans' tab is where you can view your current Link My Books subscription plan and explore options to change it.
System Plan Suggestions: To help you select the most suitable plan for your business, the system provides recommendations based on your historical activity. It specifically considers your last 30 day order count and your average order count over the last 12 months to suggest the best fit and selects the lower of the two.
Review & Change Your Plan: Here, you can review different plan tiers, their features, and pricing. If you choose to upgrade or downgrade your plan, simply follow the on-screen prompts to confirm the change. The system will automatically adjust your subscription details based on your new plan selection.
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].