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Manage Your Account & Settings

Full Control Over Your Invoicing Dashboard

Manage your Simply Invoicing account from one secure and easy-to-use dashboard. Update your billing details, change your subscription plan, strengthen account security and customise your preferences — all in just a few clicks.

Getting Started

Learn how to create your first invoice and set up your account

Payments & Billing

Questions about payment processing and billing setup

Manage Your Account

Everything you need to control, update and customise your account settings in one place.

Account Management Features

Billing & Subscription Settings

Manage your subscription, update billing details and access payment history with complete transparency.

  • Update payment method
  • View billing history
  • Download subscription invoices
  • Upgrade or downgrade your plan anytime
  • Cancel subscription without long-term contracts

Security & Privacy Controls

Protect your account with built-in security tools designed for UK businesses.

  • Enable two-factor authentication (2FA)
  • Change password anytime
  • View login activity history
  • Secure cloud-based encrypted storage
  • Export your data when needed

Account Settings & Customisation

Adjust how Simply Invoicing works for your business.

  • Email notifications
  • Company information settings
  • Default invoice preferences
  • Delete account

Data & Document Management

Customize your experience with personalized settings.

  • Keep your business records organised and accessible whenever you need them.
  • Download invoices and reports
  • Export financial data
  • Access stored documents
  • Maintain audit-ready records

Common Admin Tasks

Managing Your Subscription

Step 1: Go to Settings → Billing
Step 2: Click “Manage Subscription”
Step 3: Choose to upgrade, downgrade or cancel
Step 4: Changes apply immediately
Pro Tip: There are no lock-in contracts. You stay in control.

Enabling Two-Factor Authentication

Step 1: Go to Settings → Security
Step 2: Click “Enable Two-Factor Authentication”
Step 3: Scan the QR code with your authenticator app
Step 4: Save backup codes securely
Pro Tip: 2FA significantly increases account protection.

Updating Billing Details

Step 1: Go to Settings → Billing
Step 2: Select “Update Payment Method”
Step 3: Enter new card details
Step 4: Confirm changes
Pro Tip: Keep your billing details up to date to avoid service interruptions.

Frequently Asked Questions

This depends on your plan:
  • Starter plans allow 1 user.
  • Professional plans allow up to 5 team members.
  • Business plans have unlimited users.

Yes. You can change any user’s role at any time from the Team Members page.
  • Go to Settings → Team Members.
  • Find the user and click Edit Role.

All invoices created by that user remain in your account and are accessible to other team members. Removing a user only prevents them from logging in — it does not delete their data.

Absolutely.
  • Go to Settings → Data & Privacy and click Export My Data.
  • You will receive a JSON file containing your invoices, customers, and account information within 24 hours.

Account deletion is permanent and cannot be undone. To delete your account:
  • Step 1: Go to Settings → Account → Delete Account.
  • Step 2: Export your data if needed.
  • Step 3: Confirm deletion (you will receive a confirmation email).

Still have questions?

Our support team is here to help. Get in touch with us anytime.

Contact Support