Billing (company information, plan change, deletion, and restoration)

What is a billing profile?

The billing profile contains all the necessary details used for sending invoices to your company for software usage.
This includes your company name, registration number, and the email address used for sending invoices – everything required to ensure that you receive accurate and correctly formatted invoices.

You can also see which companies (environments) are linked to the profile and the selected plans for each. These will be reflected on your invoices.

If you are a new user and have just created an environment (along with the billing profile), a 30-day trial period will begin. During this time, you will receive reminders about the trial period ending. If you decide the software meets your needs and want to continue using it, you must review and confirm your company details under “Manage billing”. This confirms your intention to continue, and invoices will start being issued for the environment’s usage.

Advice To enable sending e-invoices, your billing profile must be reviewed and saved – this applies even during the trial period. 

Important The 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 – in addition to the company’s basic details, this section also shows the administrator information (you cannot remove or add them yourself). If you need to add an administrator, please contact user support. (Note: the user must already be added and activated beforehand.)
  2. Contacts – this section is pre-filled with data from the e-Business Register when the environment was created. You can also add the name and phone number of the company’s contact person here.
  3. Invoicing, where you can enter more than one email address in the invoice email field. Invoices can also be sent directly to your environment – they will appear in the list of imported documents and can easily be saved as a purchase invoice. You can choose whether the billing period is monthly or annually. If you require a different billing interval, please contact us at support@simplbooks.ee.
2. Manage environments

Here you can see the environments (companies) linked to your billing profile, along with 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.

If you want to delete the company, click on “Delete.”

You can delete the environment if the invoice for the current period has been paid. If you’ve just received the invoice but wish to discontinue using the environment, please contact customer support at support@simplbooks.ee.

3. Cancel subscription

By clicking the “Cancel subscription” button, you can assign multiple companies (environments) for deletion at once. The rule still applies that the invoice(s) for the current usage period must be paid in order to confirm this action.

Restoring an environment (company)
● If the deleted company was the only company associated with that billing profile, you first need to change the setting of the “Show only active” button on the Billing page.

● After that you will see a screen with the option to click the “Restore subscription” button or “Manage companies“.

  1. Restore subscription – to restore one or more environments (companies) at once. Click the link and select the company you want to restore from the list. Once the company is selected, click the “Continue” button.
  2. Manage companies – here you can see all the environments (companies) associated with you. To view a deleted environment, simply remove the filter that shows only active environments. Search for the environment in the list or type the environment name in the search box and click the “Restore” button.
● The next step is the same for both options, you will be asked to confirm your desire to restore the environment. If you are sure you want to restore it, click the “Continue” button.

Next the system will generate and send an invoice for the restoration fee. Once the invoice is paid and the payment is received in the SimplBooks system, the environment will be automatically restored.

● The restoration process may take up to 24 hours, depending on the time when you initiate the process. Payments are automatically processed in our system once a day, so if the restoration process is initiated in the evening or over the weekend, it may take longer.

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

Was this article helpful?

Yes No

Related Articles

Leave A Comment?