Change the billing account for an organisation in My Xero Partner Edition

If you're the organisation's subscriber, edit the contact or email details for your Xero bill in My Xero. You might want to bill a certain client separately from others, or you might want to move an organisation into a different billing account group. To do this, you need to be a Principal or a practice staff member with billing account access.

Before you start

  • The Principal should create any new billing accounts to ensure they are part of the practice.
  • Practice staff with billing account access can't change the billing account details (for example, the debit or credit card number), but they can change which organisations belong to each billing account.

Change an organisation's billing account

  1. From the header, click the list icon Image showing the list icon, then select My Xero.

  2. Find the organisation you want and click its Info link.

    Image of the My Xero screen's Info link.

  3. Click Options, then select Change billing account.

    Image of the subscription options with 'Change billing account' selected.

  4. Either:

    • Click Switch to this account to add the organisation to an existing billing account.
    • Enter new billing contact details, click Continue, then enter payment details to create a new billing account.
You can also access the subscription options by clicking Xero Subscription in your General Settings, then clicking Manage in My Xero to show them in a new browser window.