Managing subscriptions and transferring them to another person can streamline the process of account ownership and ensure continuity in service management. Whether you’re updating your subscription details or handing over responsibilities, Xero provides a straightforward way to handle these requests. Follow the steps below to manage your subscriptions and request transfers efficiently.
Step-by-Step Instructions:
Step-by-Step Instructions:
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Log In to Your Xero Account:
- Start by logging into your Xero account to access your dashboard.
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Access Account Settings:
- Click on your account name located at the top left side of the page to open the account menu.
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Navigate to 'Subscription and Billing':
- From the account menu, select Subscription and Billing to manage your subscription details.
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Manage Subscription:
- Click on Manage Subscription to open a new window where you can adjust subscription settings.
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Open Transfer Options:
- In the new window, locate the three dots (⋮) on the left side and click on them to reveal a dropdown menu.
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Select 'Request Transfer':
- From the dropdown menu, select Request Transfer to initiate the transfer process.
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Enter Recipient’s Information:
- Provide the first name, last name, and email address of the person you want to transfer the subscription to.
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Submit the Transfer Request:
- After entering the necessary details, click Request to Transfer to complete the request.
By following these steps, you will successfully manage your subscriptions and request the transfer to another individual, ensuring a smooth transition and continued management of your Xero account.