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Customer Portal access and management

What is the Customer Portal, what can you do there, and how do you reach it from Bokko? This article walks through the self-serve billing surface and its status during Open Beta.

InfoWe're in Open Beta: Bokko is free to use right now, with no card required. Because there is no active paid subscription yet, the Customer Portal isn't reachable — it activates after Bokko's public launch (GA), the first time you pick a paid plan.

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. During Open Beta and on free accounts the button is not available — 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, Pro and Business.
  • 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.

Frequently asked questions

Still have questions?

If you didn't find the answer, write to us — we'll reply.

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