Transfer the subscription for your organisation

If you're the subscriber of a trial or paying organisation, you can transfer the subscription to someone else, such as your client. Xero sends an invite to that person and they'll need to accept the transfer before becoming the new subscriber.

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.

If you use Xero HQ, find your client in the clients list on the Clients tab and select Manage subscription from the overflow menu icon Xero HQ overflow menu icon.

Transferring the subscription for a paying organisation

When the new subscriber accepts the invite to transfer the subscription for a paying organisation, they can upgrade the organisation's pricing plan. You're responsible for the subscription charges up until the date the transfer is completed.

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

  2. Find your organisation, then click Transfer.

  3. Enter the name of the new subscriber and their email address, then click Request transfer.

The transfer is only completed when the person taking over the subscription accepts the invite. You'll receive a confirmation email when the new subscriber accepts the subscription transfer.

If the organisation is currently on a partner pricing plan (eg Ledger or Cashbook) and you're transferring the subscription to someone else outside a practice, like a client, the new subscriber needs to upgrade to a Business Edition plan when they accept the subscription.

Transferring the subscription for a trial organisation

When you transfer a trial organisation's subscription, the organisation stays as a trial. Once the subscription transfer is accepted, the new subscriber can upgrade the organisation to a paying subscription.

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

  2. Find your organisation and click Info.

    Image of the My Xero screen's Info link.

  3. From Options, select Transfer subscription.

    Image of the subscription options with 'Transfer subscription' selected.

  4. Enter the name of the new subscriber, their email address, then click Request transfer.

The transfer is only completed when the person taking over the subscription accepts the invite. You'll receive a confirmation email when the new subscriber accepts the subscription transfer.