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Transfer invoice or subscription ownership of a subscription using the Zuora UI

This article explains how to transfer the ownership of invoices or subscriptions using the Owner Transfer amendment in the Zuora UI.

To transfer the invoice or subscription ownership or both of a subscription through the Owner Transfer amendment, perform the following steps:

  1. Select a subscription to view its detail page, then click more > Owner Transfer . The Owner Transfer dialog opens. You can change the subscription owner, invoice owner, or both for the subscription.
    owner_transfer_option
  2. In the Subscription Owner Account section, the Current Owner Account indicates the current subscription owner. Select Name or Account Number and enter the account name or number in the New Owner Account field.
  3. In the Invoice Owner Account section, the Current Invoice Owner Account indicates the current invoice owner. Select Name or Account Number and enter the account name or number in the New Invoice Owner Account field.
  4. In the Amendment Information section, specify an Amendment Name , Booking Date and provide a Change Description . The Booking Date field is set for the amendment contract and is only available when the new UI experience is enabled .
  5. Click Submit . The ownership transfer takes effect immediately.