How are enterprise account or subscription changes handled?

Problem This Solves

Manage enterprise agreements, custom seat allocations, invoicing requirements, and contract renewals.

When to Use This

Billing ownership role or procurement authorization for your organization's LetRetro contract.

Prerequisites

• Billing ownership role or procurement authorization for your organization's LetRetro contract.

Step-by-Step Instructions

1. Review self-serve vs enterprise billing: Self-serve Pro plans manage credit cards directly in the Billing dashboard; Enterprise plans utilize custom contracts, invoicing, and Purchase Orders (PO).
2. Adjust seat allocations: If your organization requires expansion beyond standard pooled limits, contact [email protected] to scale seat capacity.
3. Update billing and invoice details: For enterprise invoices requiring specific VAT/tax IDs, corporate entities, or PO numbers, submit updates to [email protected].
4. Manage contract renewals: Enterprise account renewals and term adjustments are coordinated in advance with your account representative.
5. Coordinate enterprise migrations: Seamlessly transition teams from self-serve Pro subscriptions into a centralized Enterprise agreement without losing boards or historical trends.

Expected Outcome

Procurement and billing owners understand how enterprise subscription modifications, seat expansions, and invoicing workflows operate.

Troubleshooting & Realistic Tips

• Contact [email protected] when planning annual budget cycles to explore consolidated enterprise invoicing and volume licensing.