Understanding account billing details in a portfolio
Only portfolio Owners, Admins, Managers, and custom user roles with selected Billing permissions can view and export billing details.
You will learn
Learn how you can better understand billing across multiple accounts using a portfolio.
You can monitor the total spend and usage for each linked account in a portfolio as well as get a detailed view 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:
- Total plan value
- The total cost per month for all paid plans or “Contract” if the account is manually billed.
- The total does not include any taxes.
- Plan usage
- This indicates whether the account is:
- Under the plan limit (0–74%), in blue.
- Near plan limit (75–99%), in yellow.
- Over plan limit (100% and more), in red.
- The account plan usage updates in real time each time you load the page.
- This indicates whether the account is:
- Billing cycle
- The dates of each account’s current billing cycle.
- If manually billed: shows as either “N/A” or the contract start and end date.
There’s no cost to having a portfolio, so the portfolio itself will not show in the Billing tab.
What do I see if the account is a parent or child account?
For anyone using shared billing, what you see depends on if the parent account is linked to the portfolio.
If the parent account is linked to the portfolio, the Billing tab initially only shows the parent account, but it includes the total usage and plan values for the entire account family. For a more detailed look, you can click the name of the parent account to see all of the children accounts.
If you have a child account linked to a portfolio but not the parent account, you will not see any rows in the Billing tab for that account family.
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.
- Click the account name in the tableview.
- In the right sidebar, review your usage for each plan in the Plan usage details tab.
- Select Billing details to view the billing type (e.g., contract, credit card, etc.)
See usage and cost of each plan for an account
To view how much each plan in an account costs and your current usage:
- Click the down arrow next to the account you want to look at.
- After the information for this account expands, review your monthly plan costs and your current usage for each plan.
Note that anything marked by “n/a” means you do not have are not on this plan and are not paying for it.
Export account billing information
If you’d like to export see your account values, plan usage, etc. in a CSV file:
- Navigate to Manage > Billing.
- Click Export CSV.
Your file will immediately be downloaded to your computer.
Additional resources
- Understanding portfolio reporting
Learn about the reporting tools and functionality for portfolios. These features enable you to easily aggregate and analyze your data across multiple accounts (such as if you have different brands or use separate accounts for different regions).
- Understanding your portfolio settings
Learn about the settings within a portfolio, including who can access them and what they affect.
- analyzing your performance in Klaviyo