Understanding account billing details in a portfolio

You will learn

Learn how you can better understand billing across multiple accounts using a portfolio.

You can monitor plan costs and usage for each linked account in a portfolio as well as get a detailed view of each plan in the account.

View billing details

To see the billing details in a portfolio, navigate to Manage > Billing.

Here, you’ll see a table view of each linked account and its corresponding billing details.

This view shows you the:

• Plan value
  • The total monthly price of the account’s plans, “Contract” if the account is manually billed, or “Free” if the total plan price is 0.
  • The total does not include taxes or usage-based overage charges.
• Plan usage
  • This indicates whether the account is:
    • Under limit (below 75%), in blue.
    • Near limit (75% to less than 100%), in yellow.
    • At limit (100%), in red.
    • Over limit (more than 100%), in red.
  • Reload the page to fetch the latest available plan usage. Active-profile counts use the most recently recorded count and can lag behind recent changes.
• Billing/usage cycle
  • The dates of each account’s current billing cycle. When you expand an account, this column shows each plan’s usage cycle.
  • If manually billed: shows as either “N/A” or the contract start and end date.

See plan usage and payment details

You can also get a more detailed view of your plan usage and your billing payment method for each account.

1. Click the account name in the table.
2. In the right sidebar, review the Plan usage details tab for usage, limits, and remaining amounts for plans that track usage.
   

3. Select Billing details to view the billing type (e.g., contract, credit card, etc.).
   

See usage and cost of each plan for an account

For manually billed plans, the table shows “Contract” instead of a price. To view each plan’s value and current usage:

1. Click the down arrow next to the account you want to look at.
2. After the information for this account expands, review the plan values and current usage for each plan.

“n/a” means the value does not apply or is unavailable in that column. It does not necessarily mean you are not paying for the plan. For example, the Profiles and Email rows share a price under the Profile and email plan, and plans such as SMS short codes do not track usage.

Export account billing information

The export includes all accounts in the billing overview, even if you filtered the table to show only certain accounts.

To export your account values and plan usage in a CSV file:

1. Navigate to Manage > Billing.
2. Click Export CSV.
   

Your file will immediately be downloaded to your computer.

Additional resources