Billing profile (company information, plan change)

What is a billing profile?

The billing profile contains all the information necessary for sending invoices to your company for software usage. This includes your company name, registration number, and invoice email address – everything needed to ensure the invoice is sent with the correct details.

Additionally, you can view the companies (environments) and the selected plans associated with them, which will be reflected on your invoice.

If you are a new user and have just created an environment (along with the billing profile), you will have a trial period of 30 days. During this time, you will receive notifications about the trial period ending. If the software meets your needs and you wish to continue, you will need to review and confirm your company details under “Manage billing.” This confirms your intent to continue using the software, and invoices will be sent for the environment’s usage.

Important The company’s billing profile is only visible to the user whose email address was used to create the environment.

What you should know about administrator rights
If a user is added to the “Administrator” user group in the environment, this does not automatically grant them billing profile administrator rights. If there is a need to give someone else the right to manage the billing profile in addition to the original environment creator, a request should be sent to support@simplbooks.ee. This may be necessary if you are using a Office plan and multiple people have the right to create new environments. Only a user with billing profile administrator rights can assign a new environment to the correct billing profile in the Office plan when creating a new environment.
Advice How to find the billing profile?

By hovering over the person icon next to the company name, you will see the option “My Profile.” Clicking on this will take you to the profile management view.

Next, click on Billing at the top, and from there, you can choose whether to view the manage billing (1) or manage environments (2).

1. Manage billing

The information here is divided into three groups:

  1. General, where in addition to the company’s basic details, you can also see administrator information (you cannot remove or add administrators yourself).
  2. Contacts, which were filled in using data from the e-Business Registry when the environment was created. You can add the company’s contact person’s name and phone number here.
  3. Invoicing, where you can add more than one email address to the invoice email field. Invoices can be ordered directly to the environment, where they will be sent to the list of imported documents. From there, they can easily be saved as a purchase invoice. The billing period can be set to either monthly or annually. If you need a different billing period, please contact us at support@simplbooks.ee.
2. Manage environments

Here, you can see the environments (companies) associated with your billing profile, including their creation date, selected plan, and the date until which they are paid.

If you need to change the environment’s plan, click on “Edit plan.”

Make the appropriate selection and save the changes.

Important The plan change will take effect from the beginning of the next billing period. If you are upgrading from the Start plan to the Premium plan and need the API functionality activated immediately, our support team can assist you. Please write to support@simplbooks.ee, and the necessary change will be made.

Advice In order to send e-invoices, your billing profile must be reviewed and saved (even during the trial period).

For additional questions, please write to us at support@simplbooks.ee.

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