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How do I transfer a subscription to/from an Organization?

Updated on December 21st, 2020

In some cases you may wish to transfer a subscription (which may contain one site or multiple sites) from your personal account to an Organization you belong to, or vice versa. To get started, follow the steps below.

Note

When a subscription is transferred, it’s treated like a brand-new subscription starting over at day one with the new owner. If this results in an overlap in billing, just contact Flywheel and we’ll be happy to help sort it out.

Billing page

Once logged into the Flywheel app, navigate to the billing page from your user dropdown in the top right corner.

Note

To check for any subscriptions that are owned by an organization, you can use the context switcher in the top right corner to toggle between your personal account and organization.


Plan details

Click on the Details button of the subscription that you are wanting to transfer.

Note

You can only transfer subscriptions you own. You might be a Collaborator on sites that are paid by other Flywheel users, and these sites will show up in your Flywheel dashboard. However, since you don’t own these particular subscriptions, they will not be available for transfer.

Transfer subscription

On the Subscription Overview, hover over the gear on the right side of the page and click on “Transfer Subscription”.

You will see a “Billing Transfer” modal. Choose “Me or my organization,” and then click Go to Checkout.


Checkout

Select the intended owner (either your personal account or an Organization you own), ensure the account you’re transferring to has a valid payment method on file, check out, and you’re done!


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!

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