Skip to main content
This guide covers everything about managing your Trilo subscription, billing, and credits system.

​
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:
PlanBest ForKey Features
FreeSmall teams trying TriloCore features, limited members
ProGrowing teamsMore members, advanced features
TeamLarger organizationsFull features, priority support
EnterpriseLarge enterprisesCustom limits, dedicated support

​
Plan Comparison

FeatureFreeProTeamEnterprise
MembersLimitedMoreUnlimitedCustom
StorageBasicMoreLargeCustom
AI creditsLimitedMoreAbundantCustom
SupportCommunityEmailPriorityDedicated
FeaturesCoreAdvancedFullCustom

​
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.
Upgrades take effect immediately.

​
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.
Downgrading may result in losing access to features and hitting limits. Review impacts before confirming.

​
Canceling Subscription

To cancel your paid subscription:
  1. Go to Settings > Billing
  2. Click Cancel subscription
  3. Provide feedback (optional)
  4. Confirm cancellation
After canceling:
  • 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

  1. Find the payment method
  2. Click Remove
  3. 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:
  1. Go to Settings > Billing > Invoices
  2. See list of all invoices
  3. 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

  1. Go to Billing Information
  2. Edit company details
  3. Save changes
  4. Future invoices use new info

​
Usage & Limits

​
Viewing Usage

See your current consumption:
MetricWhere to Find
MembersSettings > Members
StorageSettings > Billing > Usage
CreditsSettings > 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

Yearly billing usually saves 15-20% compared to monthly.
Keep an eye on AI credit consumption to avoid running out.
If you rely on AI features, auto top-up prevents interruption.
Ensure your payment method is current to avoid billing issues.
Check invoices periodically to understand your spending.

​
Troubleshooting

  • Check payment method is valid
  • Ensure sufficient funds
  • Try a different payment method
  • Contact your bank if issues persist
  • Only workspace owners can access billing
  • Contact the workspace owner
  • Check you’re in the correct workspace
  • Check spam folder for email receipts
  • View all invoices in Billing settings
  • Contact support if invoice is needed
  • Review invoice details
  • Check for usage-based charges
  • Contact support for billing questions

​
Getting Help

For billing questions:
  • Email: support@trilo.chat
  • In-app: Help > Billing Support
  • Enterprise: Contact your account manager

​
Next Steps

Workspace Settings

Configure other workspace options.

Profile Settings

Manage your personal account.