Subscription transfers
The subscriber for your Xero organisation is the only person who can transfer a subscription. The new subscriber will need to accept the transfer, they will then become responsible for the monthly subscription payments to Xero.
How it works
The current subscriber
- The subscriber can transfer the subscriber role from a trial organisation or from a paid organisation (as long as the subscription payments are up-to-date). The role can be transferred to anyone and the new subscriber can be a new Xero user.
- The current subscriber will receive a confirmation email when the transfer is complete, or if the invited subscriber logs in and declines the transfer.
- The existing user role and permissions will stay the same for the current subscriber, unless this is changed by the new subscriber
The new subscriber
- Will need to click the link in the email they receive from Xero and accept the transfer.
- Can change the pricing plan for a paying organisation when accepting the transfer. The subscription for a trial organisation can only be transferred as a trial, but it can be upgraded once the transfer is complete.
- Must set up billing details to complete the transfer (if it's a paid organisation, not a trial).
- Will have the Standard user role with Manage Users permission.
Transfer a subscription
If you'd like to transfer a considerable number of organisations, contact us and we'll let you know what you need to do. Use the Contact Xero Support button at the end of this Help page.
You might also be interested in
- User roles in Xero Business Edition
- Accept or decline an invite to take over a Xero organisation subscription