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How to Change the Payment Owner for Projects Managed in a Workspace

Learn how to change the payment owner for projects associated with a Workspace.

A feature that allows you to manage multiple projects (sites) together. You can centrally manage member invitations, permissions, and payment plans.

Workspace Billing Owner

You can register payment information for a Workspace and set the Workspace as the billing owner for associated projects. This allows for centralized payment management.

Screenshot: the Billing Info page with the Workspace as the billing owner, showing the [Use Personal Payment] button.

Specifying Payment Owners for Individual Projects

It is also possible to set a payment owner for each project. If you want to change the payment owner for a specific project, you can set an individual account as the payment owner.

Screenshot: the Billing Info page with an individual account as the billing owner, showing the [Use Workspace Payment] button.

How to Change the Payment Owner

You can change the payment owner using either of the following methods.

Tips: To open [Billing Info], you need Owner permission for that project. Without it, the page only shows that Owner permission is required. Switching to or away from Workspace payment ([Use Workspace Payment] / [Use Personal Payment]) additionally requires you to be a Workspace owner.

Note: Payment owners cannot be changed if the currencies of the payment owners differ.

Preparation

To process payments through a Workspace, you need to set up payment information for the Workspace in advance. For steps on how to do this, see Setting and Changing Workspace Payment Information.

Changing via Project Settings

1. Open [Payment Information] for the Project

Open the dashboard of the project for which you want to change the payment owner. From the left menu, open [Plan & Billing] > [Billing Info].

2. Change the Payment Owner

The button shown depends on who the current payment owner is. Click [Use Workspace Payment] to set the Workspace as the payment owner. If the Workspace is already the payment owner, click [Use Personal Payment] to switch back to an individual account. If another member is the payment owner, click [Change billing owner].

Screenshot: the modal for changing the billing owner.

Changing When Adding Existing Projects to a Workspace

When adding an existing project to a Workspace, a confirmation screen for changing the payment owner will be displayed. If there is no payment owner setting, this confirmation screen will not be shown.

Screenshot: Changing the Billing Owner.
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