Billing & Admin - Frequently Asked Questions

Legal Terms, Policies, and Agreements

1. Where can I find legal terms, policies, and agreements related to my TestRail subscription?

All legal terms, policies, and agreements related to your TestRail subscription can be found on the TestRail Software legal page hosted by our parent company, Idera. You can access that page at the following link.

2. How can I get a Data Processing Agreement in place with TestRail Software?

If you have a business established in the territory of a member state of the European Economic Area or Switzerland or you are otherwise subject to the territorial scope of the General Data Protection Regulation (“GDPR”), then you are eligible to accept the TestRail Data Processing Agreement terms. You can view, download, and sign TestRail's Data Processing Agreement for Customers at the following link hosted by our parent company, Idera.


1. I need a quote. How can I request one?

We are happy to provide you with a quote or answer any licensing questions you may have. You may request a quote via our contact form here.

2. Are there any discounts available?

For TestRail Server, if you decide to purchase a second year or more years together with a license, we offer a 10% discount off the additional years. Please refer to our price list for TestRail Server to learn more.

For TestRail Cloud, the annual prepayment option includes a 1-month discount (12 months for the price of 11). The discount is also included in each renewal. Please refer to our price list for TestRail Cloud to learn more.

3. What are the available payment options?

All TestRail invoices can be paid via credit card, or by wire transfer at your convenience. Our invoices include our banking details for your reference. We can also accept a purchase order.

4. Is there a contract involved with my TestRail Subscription/License purchase?

There are no signed contracts involved with the purchase of a TestRail. However, our standard terms apply to purchases.

5. How do I obtain your vendor registration details?

TestRail Software provides vendor registration details that can be obtained via our contact form here.


1. Can I switch from a monthly to a prepaid subscription?

TestRail Cloud: Yes, you can switch from a month-to-month subscription to a prepaid subscription anytime. Just open a request here and we’ll generate a quote for annual billing based on your team’s current active user count. Once you’re ready, we can generate an invoice based on this quote and apply the corresponding balance to your account. Subsequent monthly charges will take the form of a deduction from that prepaid balance.

2. Can I switch my prepaid subscription to a monthly option after my 12-month subscription ends?

TestRail Cloud: Yes, your subscription can be converted to monthly automated billing against a credit card after your annual subscription ends. We will contact your team directly once your remaining prepaid balance is insufficient for the next monthly charge. If your team wishes to convert the active subscription to monthly automated billing (against a credit card), contact us and we will fulfil the request and provide instructions on how to link a credit card to your account. It is important to note that monthly automated billing does not include a 1-month annual discount.

3. Where can I locate the start and end date associated with my TestRail purchase?

The start date associated with your TestRail license (Server or Cloud) corresponds with your TestRail invoice issuance date (or purchase date). TestRail Server licenses expire 12 months from the purchase date. TestRail Cloud subscriptions (prepaid) tend to last for 12 months. However, this is dependent on the number of active users under Administration > Users & Roles.

Many customers increase the number of users associated with their TestRail instance, thus needing to replenish the subscription earlier than the initial 12-month period.

4. Where can I see all my current active users being billed from my balance?

TestRail Cloud is always billed at the beginning of the month for the previous month’s usage and is based on the maximum number of users marked as ‘Active’ in your TestRail instance under Administration > Users & Roles. If you are either an administrator or a user with the required privileges, you can freely browse, export, and change the number of users that you have marked active each month and subsequent monthly charges will reflect this. 

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1. Which deployment option should I choose, TestRail Cloud or TestRail Server?

TestRail Cloud hosted on our servers is the best choice for most teams. With TestRail Cloud, you benefit from our fully maintained, high-performance, and secured infrastructure with automated TestRail updates.

If you need to integrate TestRail with systems installed on your private network behind a firewall, then you might want to choose TestRail Server. TestRail Server also provides you with full control of your data on a private cloud or on-premise appliances. TestRail Server licenses include support, patches, and new updates (no additional maintenance fee). Your team has full control over backups and upgrade schedules.

2. Can I freely change the number of users associated with my TestRail Cloud subscription?

Yes. TestRail Cloud’s added benefit is the flexibility of adding and removing users as needed. Your TestRail user with administrative privileges can activate and deactivate users at any time under Administration > User & Roles within TestRail.

3. I’ve exceeded the number of users on my TestRail Server Instance (e.g. need more license seats). How can I obtain more users?

TestRail Server licenses can be upgraded to the next designated user pack. Just reach out via our contact form here for more details.


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