Accept or decline a Xero invite

Learn how to accept or decline an invite into an organization in Xero, or take over the subscription.

Accept an invite when you're a new Xero user

You'll need to accept the email invite you've received, to access Xero for the first time.

  1. Open the invitation email and click the link.
  2. Click Accept Invite.
  3. Create and confirm your password.
  4. Select the checkbox to confirm that you've read the Terms of Use.
  5. Click Create.

Accept an invite when you're already a Xero user

If you already use Xero, you can access all your Xero organizations with the same login, even if you have different user roles in each.

If you've received an invitation with an email address that differs from the address linked to your existing Xero account, decline the invite. Ask the organization to resend the invite to your preferred email address.

To accept the invite:

  1. Open the invitation email and click the link.
  2. Click Accept Invite.
  3. Enter your password and click Login.

You can now access the organization that the invitation came from.

View organizations you have access to in My Xero

How to Decline an invitation

When you decline an invitation to a Xero organization, you won't join the Xero organization you were invited into. If you have a Xero login, you won't be able to access the organization unless you receive another invite and accept it.

  1. Open the invitation email and click the link.
  2. Click decline this invitation.

    Decline invite

The person who sent you the invitation will receive an email letting them know that you've declined.

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 check the Terms of Use box, 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 and follow through the remaining steps.

  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, the easiest way to decline the subscription transfer invite is to ignore it. The invite only lasts for 14 days, so it'll expire if you do nothing.

You can also 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.

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