Cross Account Billing Views in Organizations

Learn how to view billing details, plan usage, and invoices for accounts in your organization.

Before you begin: Organizations is available in beta. Contact your Customer Success Manager (CSM) about access.

Who can see billing information in my organization?

Your organization role must include Billing > Read. The organization’s Super Admin role includes this permission, and it can also be included in a custom organization role. You see billing details for the accounts covered by your assigned access. Learn more about organization user roles.

Where can I see billing information across my organization?

On the organization homepage, select Billing under Manage in the left navigation. You can also scroll to Manage organization on the homepage and select Billing.

What can I see within the organization billing view?

You can review the following information for accounts you have access to:

• Account families and standalone accounts in your organization
• Plans and usage for each standalone account or account family
• Payment details and invoices for each standalone account or account family

What is the difference between an Organization and Account Families?

An Organization is a top-level account type that sits above your existing Klaviyo accounts. It lets you link multiple brand accounts together under one umbrella so you can manage them centrally, without merging or replacing anything at the account level.

Account families use shared billing. Each family has a parent account that pays for and manages its subscriptions and products, and child accounts linked to that parent. The accounts share the family’s product usage limits. An organization can contain several account families. Learn more about shared billing.

Where can I see usage information about my organization?

1. On the organization’s Billing page, find the standalone account or the parent account of the family you want to review. Open its 3-dot menu.
2. Select View account details.
3. Review the plans and current usage on the Plan usage tab. For an account family, this shows usage across the family.

Where can I see payment information about my organization?

1. On the organization’s Billing page, open the 3-dot menu for a standalone account or an account family’s parent account, then select View account details.
2. Select Payment & invoices.
3. For credit-card billing, review the payment method, upcoming payment, and invoices. For contract billing, review the contract details and invoices.

Use the Date range and Status filters in the invoices section to find an invoice, including invoices awaiting payment.

Can I change or edit billing information within my organization?

Organization billing views are read-only. To make changes, you need access to the standalone account or the account family’s parent account, with permission to edit billing there. An organization billing permission alone does not grant permission to edit an account’s billing settings.

1. From the organization’s Billing page, open the 3-dot menu for the standalone account or the family’s parent account and select View account details.
2. Select Go to account and complete sign-in if prompted.
3. Open the account menu in the lower-left corner and select Billing to manage that account’s billing information.