Prerequisites
Required permissions: Account Owner / Billing Administrator Supported platforms: Web interface (all browsers) Time estimate: 5-15 minutes depending on task Additional requirements: Valid payment method, organization billing information
Before You Start
This guide covers the complete billing process for Trio, including viewing plan options, managing active subscriptions, purchasing new plans, and updating payment information. Understanding your current subscription status and available plan options will help you make informed decisions about your device management needs. All payments are processed securely through Stripe and your card details are never stored on Trio servers.
Step 1: Access Your Billing Settings
Navigate to Settings in your Trio dashboard, then select Billing from the left sidebar menu.
Troubleshooting this step:
Issue: Cannot access Billing settings → Solution: Verify you have Account Owner or Billing Administrator permissions
Common mistake: Looking for billing in wrong menu → Prevention: Billing is located under main Settings, not account settings
Step 2: Review Current Subscription and Plan Options
Your billing dashboard shows three main sections:
Current Subscription Status:
Plan type and renewal date
Trial status (if applicable)
Payment method on file
Device license usage
Available Plans:
Starter ($1/device/month): Essential controls for small teams
Professional ($2/device/month): Stronger security and management for growing organizations (RECOMMENDED)
Enterprise ($3/device/month): Full mobile device management with enterprise-grade security
All plans support iOS, Android, Windows, and macOS platforms.
Expected result: Clear understanding of your current plan status and available upgrade options.
Step 3: Manage Active Subscription (For Existing Subscribers)
If you have an active subscription, the Overview tab shows:
Plan Details: Current plan name and billing cycle
Renewal Information: Next payment date and amount
Payment Method: Credit card ending in last 4 digits with manage option
Device Licenses: Current usage (e.g., 12/20 remaining) with manage option
Invoice History: Past billing records with filtering options
Troubleshooting this step:
Issue: Payment method shows as expired → Solution: Click "Manage" next to payment method to update card details
Common mistake: Confusing device limit with actual usage → Prevention: Device licenses show used/total format (12/20 = 12 used out of 20 licensed)
Step 4: Purchase or Upgrade Your Plan
To purchase a new plan or upgrade:
Click "Buy Now" on your desired plan
The Checkout Summary opens with three steps: Subscription Details, Billing Information, Payment Method
Subscription Details (Step 1):
Selected Plan: Confirms your chosen plan type
Billing Cycle: Choose Monthly or Annual (Annual saves up to 18%)
Device Licenses: Use the slider to select number of devices (no minimum device requirement, maximum 500)
Troubleshooting this step:
Issue: Cannot select enough device licenses → Solution: Maximum is 500 per checkout; contact Sales for larger deployments
Common mistake: Not considering annual savings → Prevention: Review the "Save up to 18%" option for annual billing
Step 5: Enter Billing Information
Complete the required billing details:
Full Name: Primary contact for billing and invoices
Address: Complete mailing address including suite/unit number
Country: Select from dropdown menu
City and Postal Code: Local address information
Step 6: Complete Payment
Enter your payment information securely:
Card Number: 16-digit credit card number (Visa and Mastercard accepted)
Expiration Date: MM/YY format
CVV: 3-4 digit security code
Coupon Code: Optional discount code if available
Security notice appears confirming payment encryption and Stripe processing.
Step 7: Review and Complete Purchase
Before clicking "Go to Stripe":
Review the Order Summary showing plan cost and device count
Verify monthly estimate calculation
Confirm terms of service acceptance
Click "Go to Stripe" to complete secure payment
Next Steps
Immediate actions:
Check email confirmation of subscription activation
Review updated billing status in your dashboard
Begin enrolling devices up to your licensed amount
Download invoice from billing history if needed
Troubleshooting
Trial ending soon notification → Plan upgrade required before trial expiration date to maintain service
Payment failed email received → Update payment method in billing settings or contact your bank
Cannot see invoice history → Invoices appear after first successful payment; check email for confirmation
Device license limit reached → Upgrade device count through billing settings or remove unused devices
Annual billing not applying discount → Discount appears at final checkout; verify annual selection is active
Billing address validation failing → Ensure address matches your payment method's billing address exactly
Special pricing not showing → Nonprofit and education pricing requires contacting Sales team directly
Notes
Payment processing is handled securely by Stripe and card details are never stored on Trio servers. Tax calculations apply at checkout and may vary by region. Annual billing provides up to 18% savings compared to monthly billing. For organizations requiring more than 500 device licenses, contact the Sales team for custom enterprise pricing.
Keep placeholders like {PlanName}, {DeviceCount}, {BillingCycle} intact for contextual replacement.
Screenshots should be added exactly where indicated.