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.
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.
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:
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].