Cross Account Billing Views in Organizations

Where can I see billing information across my organization?

On the Organization Homepage, navigate to the Billing Tab in the lefthand navigation rail or scroll down on the page to Manage Organization and click Billing.

Can I change or edit billing information within my organization?

Organization owners do have permissions to edit billing information or details in any account inside of the organization. However, information in these views is read only. In order to add or edit any existing information, you must log in to the correct account and navigate to Settings > Billing.

What can I see within the Organization Billing View?

You can see helpful information about your organization including:

• Account families that reside within your organization
• Consolidated usage information on the accounts within your organization
• Consolidated payment & Invoice details on the accounts within your organization

Who can see the information in my billing organization?

Any user who has billing user permissions turned on can see the information on the Billing tab in Organizations.

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 are a Billing structure that allows users to operate under a shared billing model. Accounts in an Account Family have Parent accounts (the account that pays for and manages the subscription and products) and child accounts (accounts that reside within the account family). Accounts in an Account Family all share the same usage limits across products. Accounts who are using the Organizations account structure can have several account families inside of one organization.

Where can I see usage information about my organization?

Click on the Menu (3 dots) on the right side of the Account Family to open up the usage view. You’ll see a tab for Plan Usage which holds information about the subscriptions, plans, and usage progress for that particular account family.

Where can I see payment information about my organization?

Click on the Menu (3 dots) on the right side of the Account Family to open up the payments view. You’ll see a tab for Payment & Invoices which holds information about the payment method for that particular account family as well as any completed invoices.