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How do I transfer billing to my client?

Updated on July 15th, 2021

If you’d like your client to own the hosting subscription while you maintain access to the site as a collaborator, you can use Flywheel’s Transfer Billing feature. When you transfer billing, your client will receive an email asking them to complete billing on the appropriate site/subscription. Your client will be the subscription’s “owner” once they’ve paid.

Note

Free for 14 days, demo sites on Flywheel allow for you to create a site and set up a demonstration of the site, prior to paying for it!

Table of Contents:

1. Transferring a demo site to your client
2. Transferring a site on its own subscription to your client
3. Transferring a site on your bulk plan to your client
4. Revoking a transfer


Transferring a demo site to your client

If the site is a demo and hasn’t yet been paid for, follow this workflow.

  1. From the site’s Overview tab, click the Set Up Billing button in the top banner.
  2. Select the “Someone else” option, then fill out the form including your client’s email, the subscription plan type, and an optional short message.
  3. Click the Transfer Billing button and you are good to go!

Note

If your client has any issues accepting the transfer, have them check out this help article:


Transferring a site on its own subscription to your client

For sites on their own subscription (e.g. Tiny plan, Starter plan), not a bulk plan, follow this workflow.

  1. Head to the site’s dashboard and select Manage Billing from the gear dropdown.
  2. On the Billing page, select Transfer Subscription from the gear dropdown.
  3. Select the “Someone else” option, then fill out the form including your client’s email and an optional short message.
  4. Click the Transfer Billing button and you are good to go!

Note

If your client has any issues accepting the transfer, have them check out this help article:


Transferring a site from your bulk plan to your client

To transfer a site on a bulk plan to a client, you must first move it from your bulk plan to a demo site. Otherwise, you could transfer your entire bulk plan to your client!

To move the site to a demo, follow the workflow entitled “Moving a site out of my plan for a client to take over billing” in this help article: How to move a site to a different plan

Once you’ve completed this process, come back to this article and submit a transfer request via this method: Transferring a demo site to your client


Revoking a transfer

After you send off a transfer request, the Set Up Billing button is replaced by a Revoke Transfer button.

If you want to resend a transfer request to remind your client, or to send it to a different email address, you can click this button to revoke the transfer and complete the steps again. Keep in mind, the previous transfer request is voided, so your client will not be able to use links connected to the prior transfer request.

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