Objective

Managing the Billing Groups during organizational changes will help maintain financial simplicity while your organization grows. 

Environment 

Twilio Console 

Procedure

Billing Group Lifecycle Scenarios

1. Account Transfers (Moving Between Orgs)

You can still move accounts between Organizations to change ownership.

• Billing Follows the Account: When an account moves from Org A to Org B, its associated Billing Group is automatically reassigned to the destination Organization.
• No Interruption: This ensures that billing ownership and access remain aligned without disrupting active services.
• Access Reset: Users in the source Organization will immediately lose billing access to that group, while Owners in the destination Organization will automatically gain visibility.

2. Merging Organizations

When a customer consolidates multiple Organizations, the transition is designed to be seamless.

• Preservation of Data: All Billing Groups from the "source" Organization move to the "surviving" Organization.
• Attribute Retention: Each group preserves its existing pricing, legal entity, currency, tax address, and payment methods.
• Role Continuity: Users with specific roles, like Billing Group Admin or Billing Group Viewer, will typically retain those roles post-merge to maintain parity.

3. Organization Splits

If you split an Organization to move selected users and accounts into a new Org, eligibility rules apply.

• Whole-Group Moves: If all accounts in a Billing Group move together, the group is reassigned to the new Org with all attributes intact.
• Partial Moves: If only some accounts move, a new Billing Group is created in the destination Org for those accounts, which will then revert to the default pricing model.

Safeguards: The "Split" and "Pending" Errors

To prevent invalid billing configurations, the system enforces strict "guardrails". If an operation violates these, you will see one of the following errors:

Note: If an account is unlinked from a group during remediation, it will fall back to its "default" billing configuration and pricing.