I have received a response from support. It looks like this solution should work.
The great news is that as the Workspace Admin, you have full control to update the billing details directly from your Trello Workspace — no additional approvals or transfers are needed. Here's exactly how to do it:
Go to your Workspace in Trello and navigate to the Billing tab
Update the payment method to the company's preferred credit card or payment option
Update the billing contact email to the appropriate company or accounting email address
Under Additional Invoice Details, add your company's full legal name, business address, VAT/tax ID, or any other information your accounting team requires for official records
💡 Good to know: Any details added under Additional Invoice Details will also apply retroactively to previously issued invoices — so your accounting team will be able to access accurate, business-branded records going forward without needing to request reissued documents.
Once these changes are saved, all future invoices will automatically reflect your updated business billing profile.
That's all for now. Thank you for your help! 😊
Cool! Thanks for the update and for sharing the details @Bohdan Datsiv !
Glad you've managed to get it resolved 🙌
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Hi @Bohdan Datsiv ,
When you say 'billing profile' what do you actually mean? Are we talking about contacts/info on the invoice or something else? 👀
I believe everything should be configurable in the workspace settings > Billing, a.k.a.
https://trello.com/w/<workspace_id>/billing
Also, from there, you should be able to update your Trello plan (if that's what you're looking for).
Cheers,
Tobi
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Hi @Tomislav Tobijas !
To provide a bit more context, our director originally created the Trello workspace and upgraded it to a Premium subscription. However, the subscription and billing were set up using the director's personal credit card.
We would now like to remove the director's personal card and replace it with the company's corporate card. We would also like all future invoices and billing documentation to be issued for company accounting purposes.
As the administrator, I have been asked to manage this process and determine how to permanently switch the billing setup from personal to business.
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@Bohdan Datsiv got it. Thanks for additional info!
Just to confirm, are you Workspace admin? If so, you should be able to handle all of that via Workspace settings > Billing as mentioned above.
On the other hand, if you stumble upon specific issues related to billing, you could raise a ticket here Atlassian Support: Pricing, Billing & Licensing and the licensing team should be able to give you a hand.
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Yes, in the Billing section I can add a different payment card, but it is still treated as an individual/personal billing profile. Unfortunately, I cannot find a way to switch it to a company/business profile.
I have already contacted support about this earlier today and am currently waiting for their response.
Our goal is not just to replace the payment card, but to have the subscription billed to the company, use the company's payment method, and receive the appropriate invoices and accounting documentation.
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Hmm... yeah. I don't have a specific billing profile set up in Trello, so I can't test this out.
Generally, for other Atlassian apps, you'd go to https://admin.atlassian.com/billing and then configure stuff there (incl. payment methods, contacts, and addresses, etc.)
For Trello, it would appear to be a bit of a different story, but I'm keen to hear and see what support will say about this.
I'd appreciate it if you could share steps once you hear back from them and if you manage to resolve this.
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