The information here is divided into three groups:

1. General – in addition to the company’s basic details, this section also shows the administrator details. These details cannot be added or removed by the user. If you need to add an administrator, please contact support. (Note: the user must already be added and activated beforehand.)
2. Contacts – these fields are automatically filled with data from the Estonian Business Register when the environment is created. You can also add the name and phone number of the company’s contact person here.
3. Invoicing – multiple email addresses can be entered in the invoice email address field. Invoices can also be sent to the environment, where they will appear in the list of imported documents and can easily be saved as a purchase invoice.
   You can choose the billing period to be either monthly or annually. If you would like a different billing period, please contact us at support@simplbooks.ee.

Here you can see the environments (companies) linked to your billing profile, along with their creation date, selected plan and the date they are paid through.

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 mark the environment for deletion if the invoice for the current usage period has been paid (environment status “Paid”).
If you have just received an invoice but wish to discontinue using the environment, please contact support at support@simplbooks.ee.

By clicking the “Cancel subscription” link, you can mark multiple companies (environments) for deletion at once. The invoice for the current usage period must be paid before you can confirm this action.

● If the deleted company was the only company linked to that billing profile, please first read the instructions in the next section (5).

1. Restore subscription – restores one or more environments (companies) at once. Click the link and select the company or companies you want to restore from the list. Then click “Continue“.

   

2. Manage companies – here you can see all environments (companies) linked to your user. To view a deleted environment, disable the “Show only active” filter. Find the environment in the list or enter its name in the search field and click “Restore“.

   

● The next step is the same for both options. You will be asked to confirm the restoration of the environment. If you are sure you want to proceed, click “Continue“.

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

● The restoration process may take up to 24 hours, depending on when it is initiated. Payments are automatically received in our system once per day, so restorations initiated in the evening or over the weekend may take longer.

If only one company is linked to the user and that company also had billing profile management rights, the restoration process begins slightly differently.

• Log in to SimplBooks at https://secure.simplbooks.com/accounts/login
• You will be redirected to the page for creating a new environment. Instead of creating a new environment, click the green leaf in the upper left corner.
  
• This will take you to the self-service portal, where you need to disable the “Show only active” option. After that, you will see the billing profile linked to the user and can continue with the restoration process as described in section 4.