Accessing Billing Information in the LiveFlow Web App

Last updated: March 16, 2026

You can view and manage your LiveFlow billing details directly from the Settings page in the web application. This area allows you to review your current subscription, access invoices, update payment information, and upgrade your plan.

Note: Only the Billing Admin on the account can access the billing page and manage subscription settings.

How to Access Billing

  1. Log in to the LiveFlow web app (app.liveflow.com)

  2. In the left navigation menu, click Settings.

  3. Select the Billing tab at the top of the page.

Here you will see your Current subscription and Product Usage, including the number of users and connected companies included in your plan.

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Viewing Subscription Details, Invoices, and Payment Methods

To view detailed billing information:

  1. Navigate to Settings → Billing.

  2. Click See subscription details.

This will open the Salesbricks Billing Portal, where you can:

  • View your renewal date

  • Access and download invoices

  • Manage payment methods

  • Review your subscription details

Upgrading Your Subscription

If you need additional capacity (such as more users or company connections):

  1. Go to Settings → Billing.

  2. Click Upgrade subscription.

From here, you can adjust quantities for:

  • Admin/Editor Users

  • Consolidation Bundles

  • Dashboard Reports

  • QBO/Xero Company Connections

The summary panel will show your updated pricing before confirming the upgrade.

This option is available for Salesbricks customers.

If You Don’t See the Billing Page

If you don't see the billing page, and you are the Billing Admin for your account please contact customersuccess@liveflow.io for questions regarding your subscription.

If you have additional questions about:

  • Billing details

  • Adding FinanceIQ

  • Current promotions or pricing for additional entitlements

Please contact our team at customersuccess@liveflow.io for assistance.