Accessing Billing
1
Go to Settings
Click Settings in the sidebar.
2
Select Billing
Navigate to the Billing section.
Only workspace owners can access billing settings.
Subscription Plans
Available Plans
Trilo offers different plans to fit your team’s needs:| Plan | Best For | Key Features |
|---|---|---|
| Free | Small teams trying Trilo | Core features, limited members |
| Pro | Growing teams | More members, advanced features |
| Team | Larger organizations | Full features, priority support |
| Enterprise | Large enterprises | Custom limits, dedicated support |
Plan Comparison
| Feature | Free | Pro | Team | Enterprise |
|---|---|---|---|---|
| Members | Limited | More | Unlimited | Custom |
| Storage | Basic | More | Large | Custom |
| AI credits | Limited | More | Abundant | Custom |
| Support | Community | Priority | Dedicated | |
| Features | Core | Advanced | Full | Custom |
Managing Your Subscription
Viewing Current Plan
In Billing settings, you’ll see:- Your current plan name
- Billing cycle (monthly/yearly)
- Next billing date
- Current usage vs. limits
Upgrading Your Plan
1
Click Upgrade
Find the upgrade button in Billing.
2
Choose new plan
Select the plan you want.
3
Select billing cycle
Monthly or yearly (yearly often has discounts).
4
Enter payment info
Add or confirm payment method.
5
Confirm
Complete the upgrade.
Downgrading Your Plan
1
Click Change Plan
Find plan options in Billing.
2
Select lower plan
Choose the plan to downgrade to.
3
Review impacts
See what features you’ll lose.
4
Confirm
Downgrade takes effect at end of billing period.
Canceling Subscription
To cancel your paid subscription:- Go to Settings > Billing
- Click Cancel subscription
- Provide feedback (optional)
- Confirm cancellation
- Access continues until the end of the billing period
- Workspace reverts to Free plan
- Data is preserved (within Free plan limits)
Payment Methods
Adding a Payment Method
1
Go to Payment Methods
Find this in Billing settings.
2
Click Add
Add a new payment method.
3
Enter details
Add credit card or other payment info.
4
Save
The method is available for billing.
Accepted Payment Methods
- Credit cards (Visa, Mastercard, Amex)
- Debit cards
- Other methods may vary by region
Updating Payment Method
1
Go to Payment Methods
In Billing settings.
2
Edit or add new
Update existing or add new method.
3
Set as default
Choose which method to use for billing.
Removing Payment Method
- Find the payment method
- Click Remove
- Confirm removal
You can’t remove the last payment method while on a paid plan.
Credits System
What Are Credits?
Credits power AI features in Trilo:- AI coworker conversations
- Image generation
- Advanced AI capabilities
Viewing Credit Balance
In Billing, see:- Current credit balance
- Usage this month
- Included credits with your plan
- Additional credits purchased
Purchasing Credits
If you need more credits:1
Go to Credits
Find Credits section in Billing.
2
Choose amount
Select credit package to purchase.
3
Complete purchase
Credits are added immediately.
Auto Top-Up
Automatically purchase credits when balance is low:1
Enable Auto Top-Up
Toggle on in Credits settings.
2
Set threshold
When to trigger purchase (e.g., below 100 credits).
3
Set amount
How many credits to purchase each time.
Invoices and Receipts
Viewing Invoices
Find past invoices:- Go to Settings > Billing > Invoices
- See list of all invoices
- Click any invoice to view/download
Invoice Contents
Each invoice includes:- Date and invoice number
- Plan charges
- Credit purchases
- Tax information
- Payment method used
Downloading Receipts
- Click Download on any invoice
- PDF format for your records
- Contains all billing details
Billing Information
Company Details
For invoices, provide:- Company name
- Billing address
- Tax ID (if applicable)
Updating Billing Info
- Go to Billing Information
- Edit company details
- Save changes
- Future invoices use new info
Usage & Limits
Viewing Usage
See your current consumption:| Metric | Where to Find |
|---|---|
| Members | Settings > Members |
| Storage | Settings > Billing > Usage |
| Credits | Settings > Billing > Credits |
Approaching Limits
When nearing limits:- You’ll receive notifications
- Dashboard shows warnings
- Consider upgrading before hitting limits
Exceeding Limits
What happens when you exceed limits:- Some features may be limited
- Upgrade prompts appear
- Grace periods may apply
Best Practices
Choose yearly billing
Choose yearly billing
Yearly billing usually saves 15-20% compared to monthly.
Monitor credit usage
Monitor credit usage
Keep an eye on AI credit consumption to avoid running out.
Enable auto top-up
Enable auto top-up
If you rely on AI features, auto top-up prevents interruption.
Keep payment methods updated
Keep payment methods updated
Ensure your payment method is current to avoid billing issues.
Review invoices
Review invoices
Check invoices periodically to understand your spending.
Troubleshooting
Payment failed
Payment failed
- Check payment method is valid
- Ensure sufficient funds
- Try a different payment method
- Contact your bank if issues persist
Can't access billing
Can't access billing
- Only workspace owners can access billing
- Contact the workspace owner
- Check you’re in the correct workspace
Invoice missing
Invoice missing
- Check spam folder for email receipts
- View all invoices in Billing settings
- Contact support if invoice is needed
Wrong charge
Wrong charge
- Review invoice details
- Check for usage-based charges
- Contact support for billing questions
Getting Help
For billing questions:- Email: support@trilo.app
- In-app: Help > Billing Support
- Enterprise: Contact your account manager