How to troubleshoot Trello billing and subscription management?
Answer
Trello鈥檚 billing and subscription management can present challenges when upgrading plans, adjusting member counts, or resolving payment issues. The process involves navigating Workspace subscriptions, understanding per-user pricing, and accessing administrative tools for invoices or cancellations. Most billing tasks require Workspace admin privileges, and Trello鈥檚 pricing structure鈥攔anging from Free to Enterprise plans鈥攐perates on a per-user, per-workspace model with monthly or annual billing cycles. Common troubleshooting steps include verifying admin permissions, checking subscription history, and ensuring correct payment details are linked to third-party Power-Ups, which often have separate billing systems.
Key findings from the sources:
- Trello charges per user per month per Workspace, with immediate prorated charges for upgrades or member additions [1][4].
- Workspace admins can download invoices, change plans, or cancel subscriptions directly from the billing dashboard, but cancellations take effect at the end of the current billing cycle [1].
- Power-Ups (like SendBoard or Invoicefy) have independent billing鈥攔emoving them from a board does not cancel their subscriptions, and users must manage these separately [8][9].
- Free trials for Premium or Power-Ups (e.g., SendBoard鈥檚 14-day trial) auto-convert to paid plans unless canceled or billing details are removed [9].
- Common issues include sync errors with integrations (e.g., TeamGantt or Unito), often resolved by reauthorizing connections or adjusting browser settings [3][6].
Managing Trello Subscriptions and Billing
Core Billing Processes for Trello Workspaces
Trello鈥檚 billing system revolves around Workspace subscriptions, where admins control plan changes, member additions, and payment methods. The platform uses a per-user, per-workspace pricing model, meaning costs scale with the number of users and the selected plan (Free, Standard, Premium, or Enterprise) [1][5]. Upgrades or downgrades trigger immediate prorated charges or credits, while cancellations only take effect at the end of the current billing period [1]. Workspace admins can access the billing dashboard to perform these actions, but non-admins must request changes through an admin.
Critical actions and their requirements:
- Changing plans: Admins can upgrade or downgrade via the Workspace settings. For example, moving from Standard ($5/user/month) to Premium ($10/user/month) adds features like timeline views and AI tools, with charges applied immediately for the remaining days in the cycle [5].
- Adding/removing members: Trello bills for each active member per Workspace. Adding a member to a Premium Workspace costs an additional $10/month, while removing one reduces the next invoice [4].
- Accessing invoices: Admins can download PDF invoices for all transactions, including taxes (e.g., local sales tax), from the billing history section [1].
- Canceling subscriptions: Cancellation requests process at the end of the billing cycle, but Trello does not offer partial refunds for unused time [1].
Users on free plans have limited support options and cannot access Premium features like advanced checklists or admin controls without upgrading [1]. For teams evaluating plans, Trello offers a 14-day free trial for Premium, which requires billing details upfront and auto-converts to a paid subscription unless canceled [10].
Troubleshooting Power-Up and Integration Billing
Third-party Power-Ups and integrations (e.g., SendBoard, Invoicefy, TeamGantt) operate on separate billing systems from Trello鈥檚 core subscription. Users frequently encounter issues like unexpected charges, failed syncs, or difficulty canceling these add-ons. The key distinction is that removing a Power-Up from a Trello board does not cancel its subscription鈥攗sers must manage these separately through the Power-Up鈥檚 settings or website [9].
Common issues and solutions:
- Unexpected charges: Power-Ups like SendBoard or Invoicefy require explicit cancellation. For example, SendBoard鈥檚 Pro plan ($9.99/month) continues billing even if the Power-Up is removed from Trello, and users must cancel via the SendBoard account portal [9].
- Failed syncs: Integrations like TeamGantt or Unito may stop syncing due to invalid authorization tokens or browser cookie restrictions. Users should:
- Reauthorize the connection in the Power-Up settings [3].
- Enable cookies for the integration鈥檚 domain (e.g., TeamGantt.com) in browser settings [3].
- Check for bidirectional characters in code snippets if using custom integrations, as these can break functionality [2].
- Free trial pitfalls: Power-Ups often offer trials (e.g., SendBoard鈥檚 14-day trial) that auto-convert to paid plans. Users must:
- Add billing details to start the trial but remove them before the trial ends to avoid charges [9].
- Request additional trials via email if needed, though approval is not guaranteed [9].
- Tax and VAT issues: Some Power-Ups (e.g., SendBoard) apply location-based taxes (e.g., VAT for EU users). Users can update tax information in the billing section to ensure compliance [9].
For sync-specific problems with tools like Unito or TeamGantt, users should:
- Verify that cards are properly linked to external projects (e.g., TeamGantt tasks won鈥檛 sync if the card isn鈥檛 manually added to a project) [3].
- Use filtering options in Unito to avoid syncing irrelevant cards, which can clutter connected boards [6].
- Archive or unlink cards from one project before syncing them to another to prevent duplication [3].
Sources & References
support.atlassian.com
support.atlassian.com
support.teamgantt.com
help.sendboard.com
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