{"id":21344,"date":"2026-03-06T17:01:39","date_gmt":"2026-03-06T15:01:39","guid":{"rendered":"http:\/\/support.simplbooks.ee\/?post_type=ht_kb&p=21344"},"modified":"2026-03-06T17:08:05","modified_gmt":"2026-03-06T15:08:05","slug":"billing-company-information-plan-change-deletion-restoration","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/billing-company-information-plan-change-deletion-restoration\/","title":{"rendered":"Companies & billing (company information, change plan, delete, restore)"},"content":{"rendered":"

What is the SimplBooks self-service portal (billing profile)?<\/strong><\/p>\n

In the self-service portal, you can view the details that are used to send invoices for software usage to your company.<\/p>\n

This includes your company name, registration number, and the email address used for sending invoices \u2013 everything needed for us to issue invoices with correct information.<\/p>\n

You can also see the companies (environments) linked to the billing profile and the plans selected for them, which will be reflected on the invoices.<\/p>\n

If you are a new user and have just created an environment (a billing profile is created along with it), the environment has a 30-day trial period. During this period, you will receive notifications about the trial period ending.<\/p>\n

If the software suits your needs and you wish to continue using it, you need to review and confirm your company details. By confirming the details, you confirm your intention to continue using the software, and invoices will start being issued for the use of the environment.<\/p>\nAdvice<\/span> To enable sending e-invoices<\/strong>, your billing profile must be reviewed and saved \u2013 this applies even during the trial period.\u00a0<\/em><\/p>\nImportant<\/span> The billing profile is only visible to the user whose email address was used to create the environment.<\/strong><\/p>\n

<\/span>What you should know about administrator rights<\/strong><\/div>
\n

If a user is added to the “Administrator<\/strong>” user group in an environment, this does not automatically grant them billing profile administrator rights.<\/p>\n

If you need to grant another user the right to manage the billing profile in addition to the original environment creator, please send an email to support@simplbooks.ee<\/a><\/p>\n

This may be necessary, for example, if you are using the Office plan and multiple users have the right to create new environments. Only a user with billing profile administrator rights can add a new environment to the correct billing profile when creating an environment under the Office plan.<\/p>\n<\/div><\/div>\nAdvice<\/span> How to find the self-service portal?<\/strong><\/p>\n

Hover over the company name to see the option “Companies & billing<\/strong>“. Clicking it will take you to the self-service portal.<\/p>\n

\"\"<\/a><\/p>\n

The self-service portal view will open, where you can choose the appropriate action. Explanations of the numbers shown in the image can be found below.<\/p>\n

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<\/span> 1. Edit subscription<\/strong> <\/div>
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The information here is divided into three groups:<\/p>\n

    \n
  1. General <\/strong>\u2013 in addition to the company\u2019s 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<\/a> must already be added and activated beforehand.)<\/li>\n
  2. Contacts<\/strong> \u2013 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\u2019s contact person here.<\/li>\n
  3. Invoicing<\/strong> \u2013 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.
    \nYou 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<\/a>.<\/li>\n<\/ol>\n<\/div><\/div>\n
    <\/span> 2. Manage companies<\/strong> <\/div>
    \n

    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.<\/p>\n

    \"\"<\/a>If you need to change the environment’s plan, click on “Edit plan<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Make the appropriate selection and save the changes.<\/p>\nImportant<\/span> 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<\/a>\u00a0and the necessary change will be made.<\/strong><\/p>\n

    If you want to delete the company, click on “Delete<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    You can mark the environment for deletion if the invoice for the current usage period has been paid (environment status \u201cPaid\u201d).
    \nIf you have just received an invoice but wish to discontinue using the environment, please contact support at     support@simplbooks.ee<\/a>.<\/p>\n<\/div><\/div>\n

    <\/span>3. Cancel subscription<\/strong><\/div>
    \n

    By clicking the \u201cCancel subscription<\/strong>\u201d 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.<\/p>\n

    \"\"<\/a><\/p>\n

    \"\"<\/a><\/p>\n<\/div><\/div>\n

    <\/span>4. Restoring an environment (company)<\/strong><\/div>
    \n\u25cf<\/span> If the deleted company was the only company linked to that billing profile, please first read the instructions in the next section (5).<\/em><\/p>\n

    \"\"<\/a><\/p>\n

      \n
    1. Restore subscription<\/strong> \u2013 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<\/strong>“.<\/strong>\n

      \"\"<\/a><\/li>\n

    2. Manage companies<\/strong> \u2013 here you can see all environments (companies) linked to your user. To view a deleted environment, disable the \u201cShow only active\u201d filter. Find the environment in the list or enter its name in the search field and click “Restore<\/strong>“.\n

      \"\"<\/a><\/li>\n<\/ol>\n\u25cf<\/span> 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<\/strong>“.<\/p>\n

      \"\"<\/a><\/p>\n

      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.<\/p>\n\u25cf<\/span> 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.
      \n<\/div><\/div>\n

      <\/span>5. How to start the restoration when the environment to be restored is the only company linked to your user.<\/strong><\/div>
      \n

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