Accept or decline an invite to take over a Xero organization subscription

Learn how to accept or decline an invite to take over the subscription of a Xero organization

Accept or decline an invite to take over a Xero organization subscription

You'll need to accept the email invitation you received to take over the subscription of an organization in Xero.

  1. Open the invitation email and click the link.
  2. If you're already a Xero user, enter your email and password and click Login.

  3. If you're not yet a Xero user:
    • Click Create your login now.
    • Create and confirm your password, read and select the Terms of Use checkbox, then click Create.
  4. If the organization is in a trial, click I Accept. You're now the subscriber for the organization.
  5. If the organization is paying, select the pricing plan you want the organization to be on.
  6. Click Continue.
  7. Select a billing account - either create a new one or select an existing one (if one already exists).
  8. Enter your billing contact information and your payment details.
  9. Click Continue.
  10. Check your subscription and billing details, then click Confirm.
  11. (Optional) Click Review user access to review the list of users who can access this organization and their roles.

Decline the subscription transfer

If you're not already a Xero user, you don't need to do anything to decline the subscription transfer invite. It only lasts for 14 days, so it'll expire if you do nothing.

If you already have a Xero login, you need to decline the subscription transfer and email the current subscriber:

  1. Open the invitation email and click the link.
  2. Enter your email and password and click Login.
  3. Click Decline.
  4. (Optional) Enter a message.
  5. Click Decline Subscription.

    Image of the Decline subscription transfer window.