InfoThe Customer Portal is available once there is a live paid subscription on the account. Until then, the Manage billing button is not shown as an active action.
The Customer Portal is Bokko's self-serve billing surface. From there you can update your card on file, download invoices, change plan, and schedule a cancellation — without contacting support.
Where to find it in Bokko
- Open the dashboard and go to the Plans page from the left navigation.
- Scroll to your active subscription section.
- Click Manage billing. The Customer Portal opens in a new tab.
InfoThe Manage billing button is only active when you have a live paid subscription. On accounts without an active paid subscription, the UI states this explicitly.
What you can do in the Customer Portal
- Replace or update your card — when it expires or you want to switch to a new one.
- View and download invoices — every past monthly invoice is available as PDF.
- Change plan — upgrade or downgrade between Starter and Pro.
- Schedule a cancellation — stop the subscription at the end of the current billing cycle; you keep access until then.
- Edit billing details — company name, tax ID and billing address.
Why a separate surface?
The Customer Portal is Stripe's secure, PCI-DSS compliant billing surface, which Bokko uses to handle payments. Card data is never stored directly in Bokko — every sensitive action happens on Stripe's side. That's why it opens in a new tab and may briefly ask you to re-verify.
TipChanges made in the Customer Portal sync back into Bokko automatically — plan changes, card replacements and cancellations show up on the Plans page within a few seconds.