Please note that the billing address must be adjusted separately before the change of ownership. Instructions on how to adjust the billing address can be found here.
This is independent of the change of ownership and does not occur automatically. After the change of ownership, you will lose access to the bexio account.
The procedure for a change of ownership depends on the chosen subscription or package.
Basic and Starter Package
Please contact support for this. Fill out this form, and we will contact you by phone to make the adjustment.
Please have the following information ready:
- Email address of the new owner
- Access to the email client (so the new email address can be confirmed)
Please note that the process explained above also applies to customers with a Basic / Starter package who wish to change the email address in their user profile, but this email address is already in use elsewhere in bexio (Error message: This email address is already in use).
Advanced, Optima, Ultimate, Pro, and Pro+ Package:
For the higher packages Advanced, Optima, Ultimate, as well as the old packages Pro and Pro+, more users are allowed. Therefore, the transfer process is different here.
You can initiate a change of ownership in your bexio package under "Settings" -> "Users" -> "Manage users".
A change of ownership can be accomplished by adding an additional user with appropriate super-admin rights. Subsequently, the former user can be removed by the new user.