How do I manage my subscription, payment details and receipts?
Sound familiar?
Your card expired, or your accountant wants last quarter's invoices, and you are hunting through emails for a billing link. Everything lives in one place: Settings → Account Settings → Billing & Payments 🧾.
What's happening
The Billing & Payments panel shows your saved cards (with one marked Default), an Add Payment Method button, and a Subscriptions list showing each subscription's status and payment method. What you can self-serve depends on how each subscription is billed:
- Billed through Stripe: a Billing portal button sits beside the subscription — it opens your secure portal for invoices, receipts, plan details and payment history.
- Billed another way (shown as "Other" or "storecredit"): these display "To make changes, contact us" — tell us in the chat and we sort it with you directly.
Why it works this way
Payments run through dedicated, regulated payment providers rather than through Co-Kinetic itself — your card details never sit on our servers, and invoices come from the system that actually took the payment. That is why the billing portal is a separate secure page, and why some longer-standing subscriptions (set up on our other provider) are handled personally rather than self-serve 🙂.
What to do now
To update or add a card:
- Go to Settings → Account Settings → Billing & Payments.
- Press Add Payment Method and enter the new card, then make it the default with Set as Default. Delete the old one once the new default is in place.
- Worth doing proactively: keep a backup card on file so a renewal never fails on an expired card mid-campaign.
To download receipts and invoices:
- Find the subscription in the Subscriptions list and press Billing portal — invoices and payment history are all there to view or download.
- If your subscription shows "contact us" instead, message us in the chat — we'll send what you need.
To change or cancel a subscription:
- Stripe-billed: the Billing portal handles plan changes. Anything else — or anything you'd rather talk through — tell us in the chat.
The question behind the question
"Why can't I see card buttons / a billing portal on my account?" Not a bug — it means your billing runs through our other provider rather than Stripe. Those accounts show a note to contact us for changes, and we handle it personally. Same outcomes, different door 🚪.
The next question is usually...
- How do credits and email verification work?
- How do I set up my Co-Kinetic account?
Still stuck? This usually means...
- A payment failed. Usually an expired or replaced card — add the new card, set it as default, and the retry goes through.
- The invoice needs different company details. Tell us in the chat what should appear and we'll set it right for future invoices.
- You want to close your account. The Data & Account section (same Settings tab) handles deletion — note an active subscription must be cancelled first, and deletion is permanent, so talk to us if you are unsure.