Update billing contact or payment details in My Xero Partner Edition

Update contact or payment details for a billing account, including the direct debit information, and payment method. The details are updated for all organisations covered by the billing account. You need to be a Principal user to make these changes.

  1. From the header, click the list icon Image showing the list icon, then select My Xero.
  2. Click the Subscriptions & Billing tab.

    Billing tab

    You can also access your subscription options from within an organisation. In the Settings menu, select Subscription, then click Manage Subscription to show the options in a new browser window.

  3. Click Edit billing account for the account you want to change the billing account details.
  4. Click Show to view the organisations covered by the billing account.

    Image showing the Billing Sumary screen and the Show link.

  5. (Optional) Under Billing Contact, click Edit and update the email or contact details.
  6. (Optional) Under Payment Details, click Edit and update the payment method, direct debit information, or.
  7. Click Confirm.

You might also be interested in