Understanding how shared billing works in Klaviyo

You will learn

Learn how to request potential shared billing options, how the shared billing process works in Klaviyo, and about the differences between parent and child accounts.

• Shared billing
  Functionality to group together companies so that they can potentially share billing details and message sends
• Account family
  All accounts that are linked together for shared billing
• Parent account
  Main account that contains the billing details and plan information for an account family
• Child account
  An account that is linked to a parent account in an account family

Before you begin

You must request to be on a shared billing plan. It is not guaranteed, and instead is considered on a case-by-case basis.

Reach out to Klaviyo Support if you’d like to request shared billing.

An account family can contain up to 35 accounts in total: 1 parent account and 34 child accounts.

How shared billing works

What it is: Shared billing groups multiple Klaviyo accounts into an account family. The accounts share the parent account’s plans and usage limits.

Why it's here: It lets related businesses, franchises, or sub-brands consolidate billing and usage under a single plan instead of managing several unrelated subscriptions.

What it lets you do:

• Accounts share the parent’s plan limits. Profile counts, email sends, and mobile messaging usage are measured separately.
• Campaign and flow messages sent from any account in the family count toward the family’s usage for that channel.

For example, sending an email campaign to 1,000 people from a child account uses 1,000 of the family’s shared email sends. Those sends also appear in that child account’s individual usage.

Where to find it:

Set up by Klaviyo Support on request. Once active, select Settings > Billing > Account family.

Access in parent vs. child accounts

Every account in the account family will have access to the total plan usage. In the parent account, you'll be able to access everything you normally would in a Klaviyo account.

You can view each child account’s usage from the parent account. Your user role determines whether you can change plans or billing information. User roles are managed in Settings > General > Users. If you are manually billed, contact your Klaviyo representative to change plans.

Child accounts have more limited access. The comparison below shows their default access. Restricted access can be enabled by the parent account using the permissions described below, except that invoice access is limited to invoices from before the child joined the family. Your user role still determines which billing actions you can perform.

A few things to know about child accounts

• By default, child accounts cannot change the family’s plans or billing information. The parent can grant permission to view billing information and modify plans, subject to each user’s role.
• Partial cancellation (canceling just 1 plan) is not available in child accounts. To remove or cancel an individual child account, contact Klaviyo Support. The child must be unlinked from its parent before it can be canceled. Canceling the parent account cancels all linked child accounts. See How to cancel your Klaviyo account.
• Once an account joins a family, its future invoices move to the parent account, since billing is now shared. Invoices from before it joined the family stay visible on that child account.

How to change access for child accounts

A parent account can adjust these default settings and allow a child account to:

• See the usage for all child accounts in the account family
• View billing information and modify the family’s plans

These are turned off by default. If you want to enable them, you must:

1. Log into the parent account as an owner or admin.
2. Click your account name in the bottom left.
3. Navigate to Billing.
4. Choose Preferences.
5. Select 1 or both of the following checkboxes:
   • Allow users in all accounts to view plan usage for each account in the family
   • Allow users in all accounts to view billing information and modify plans
6. Click Update permissions, review the changes in the confirmation window, then click Update Permissions to save.

How to see usage across your account family

What it is: In the redesigned billing view, the Account family breakdown table shows current usage for each linked account. It is available in parent accounts and in child accounts when the parent enables the family-usage viewing permission above.

Why use it: Use the breakdown to understand how each account contributes to the family’s shared usage before changing plans.

To open the current usage breakdown in the redesigned billing view:

1. Navigate to Settings > Billing > Overview.
2. On the usage card you want to review, select View, then find the Account family breakdown table.

What it lets you do:

• See each account's current usage and what percentage of the family's overall limit it represents.
• Search by account name to find a specific account.
• In a parent account, go to Historical and select Account Family from the account selector. Click a bar to see each account’s usage for that billing cycle. Select an individual account from the selector to view its history.

To export a usage report, select Download beside Historical. Choose the Export Type, Account Types, Date range, and Columns, then select Download Report. You will receive a notification when the report is ready. The report uses these choices rather than the bar selected in the chart.

How to see who is in your account family

To see the accounts currently linked to your family, go to Settings > Billing > Account family. The Account family page shows:

• Accounts in the family
• Account ID
• Account status
• Date last changed

Additional resources