Manage a company subscription and billing

Each company has its own subscription. Check the selected company before changing a plan; one company’s upgrade does not upgrade every company in your account.

Where to go: open the account menu at the top right and choose Subscription. Billing management and order history require the appropriate administrative access.

Review your current plan

Check the plan, access status, trial or paid-period end date, and any usage limits shown. The Pro trial has its own end-of-trial rules. Deliberately canceling a subscription is a different action from simply allowing a trial to end.

Upgrade or change a plan

1. Choose Upgrade the Plan or the available plan-change action.
2. Review the plan features, billing interval, amount due, and displayed effective date.
3. Read any change estimate and checkout acknowledgment. Resolve unclear charges before confirming.
4. Complete checkout only when you intend to purchase the displayed plan for this company.
5. Return to Subscription and check both the plan/access status and the order’s payment status. A pending or unsuccessful payment is not a confirmed upgrade.

Do not repeatedly pay because the page has not refreshed. Check the existing order first and contact support with the order reference if the paid status and company access disagree. Do not send card details or payment credentials.

Cancel and understand the effective date

Use Cancel Subscription when you intend to stop the subscription, then read the confirmation for the current company. When a paid period is running, cancellation can be scheduled for its end. Otherwise, access can become read-only immediately.

The current cancellation confirmation states that books remain readable and exportable for 12 months and that you can return on the Free plan. Review that notice before confirming and retain the exports you need. Cancellation is not a deletion of transaction history or a refund of a past charge.

After confirmation, check the resulting status and date. Do not assume clicking the initial cancel button completed the cancellation.

Resume or return on Free

Where offered, withdraw a scheduled cancellation before it takes effect. A canceled company can show an action to reactivate on Free. Review Free limits and then confirm the resulting access status. Restoring Free access does not restore every paid feature.

Check order history

Order history shows subscription orders and payment updates. Compare the date, amount, billing period, and status. An empty history can be normal before purchasing a plan. If payment failed or the result is uncertain, inspect the existing order before starting a new checkout.

Subscription charges are separate from merchant processing and any applicable bank-connection charges. Canceling Bokeping should not be assumed to cancel a separate provider agreement.

If you cannot manage billing

Confirm the company and your role. Some users can view the current plan but cannot change billing or read order history. Ask the company administrator to review access rather than sharing an account or creating another company to bypass a limit.