How to transfer subscriptions between your account and your organization

If you’d like to transfer a subscription from your personal account to an organization you belong to (or vice versa), this guide will walk you through every step.

Table of Contents:

1. How to transfer a subscription from a personal account to an organization
2. How to transfer a subscription from an organization to a personal account
3. FAQ

How to transfer a subscription from a personal account to an organization

1. Log into Flywheel, then navigate to the billing page from your user dropdown in the top right corner.
2. Click on the Details button of the subscription that you are wanting to transfer. Remember, transferring a subscription means transferring all sites that are a part of that subscription.

   Note

   You can only transfer subscriptions you own. You may collaborate on sites under another user’s subscription, but it will not be available for transfer.
3. Hover over the gear icon and click Transfer subscription.
4. A Billing transfer window will pop up, choose Me or my organization, then click Go to Checkout.
5. From the Owner dropdown menu, select the organization you’d like to transfer ownership to. Then, complete the checkout process.

   Note

   As the new subscription is created, the prior subscription owned by your personal account is automatically canceled. You will be charged the full amount of the new subscription and refunded the differential amount of the previous subscription. This does not apply if your account is past due or in a grace period. It also does not apply if you have an annual plan that is in the last two months or 60 days of its subscription.
   

How to transfer a subscription from an organization to a personal account

1. Log into Flywheel, then navigate to the billing page from your user dropdown in the top right corner.
2. Click the dropdown to choose the organization that owns the subscription you’d like to transfer.
3. Click on the Details button of the subscription that you are wanting to transfer. Remember, transferring a subscription means transferring all sites that are a part of that subscription.
4. Hover over the gear icon and click Transfer subscription.
5. A Billing transfer window will pop up, choose Me or my organization, then click Go to Checkout.
6. From the Owner dropdown menu, select your personal account as the new owner. Then, complete the checkout process.

FAQ

How do I transfer a single site subscription from my organization to a client?

Check out this help article: How do I transfer billing to my client?

How do I transfer a single site out of my plan and into my organization?

If you just want to move one (or more) sites out of your plan, but not the entire subscription, follow the instructions in this article: How to move a site to a different plan. Just make sure you select your Organization as the owner.

Still need help?

If you’re having issues transferring your subscription, reach out to our Happiness Engineers, they’d be glad to help!