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. 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.
Why do I see an "Already subscribed" button? If your current order volume and connected sales channels are within your plan's limits, the Plans tab will show an "Already subscribed" status rather than an upgrade prompt. This simply means your current plan is the right fit for your usage. Upgrade options only appear when your usage is approaching or exceeding a plan threshold. If you would like to upgrade to a higher plan regardless of your current usage — for example to access additional historical data or increase your order allowance — please contact the support team who can arrange this for you.
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.
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 beyond the standard 12 months see this help article.
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. If you believe you have been upgraded in error and did not receive a notification, please contact the support team straight away.
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.
Seasonal peaks: If your business has a busy season (e.g. Christmas) that triggers an automatic upgrade, remember to revisit the Plans tab once your order volumes return to normal and manually downgrade if eligible. Plan changes only affect future billing cycles — they do not apply retroactively, so months already billed at a higher plan rate will not be refunded unless there has been a billing error. If you believe a billing error has occurred, please contact the support team.
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.
Failed Payments
If a subscription payment fails, Link My Books will notify you by email and attempt to contact you to update your payment details. Here is what to expect:
Settlements may pause: While your payment is outstanding, settlements may stop auto-posting to your accounting software (Xero or QuickBooks). This will resume once the payment issue is resolved.
Plan downgrade: If a failed payment remains unresolved, Link My Books may proactively downgrade your subscription to a plan that matches your current order count. You will be informed of this by email.
How to resolve: Update your payment method in the Billing & Subscriptions tab, then pay any outstanding invoice. If your settlements have not resumed or you need your plan reinstated, please contact the support team.
Cancelling Your Subscription
To cancel your Link My Books subscription, please contact the support team via the blue chat icon on the bottom right of any page or by emailing [email protected]. Cancellations cannot currently be processed through the billing page directly.
Once your cancellation is confirmed:
Your subscription will remain active until the end of your current billing period.
After that date, you will have read-only access to your account for 30 days.
After the 30-day read-only period, all your data will be permanently deleted. If you would like your data purged sooner, please let the support team know when you request cancellation.
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].