Transfer Azure product billing ownership to a Microsoft Customer Agreement

This article helps you transfer billing ownership for your Azure products (subscriptions and reservations) to a Microsoft Customer Agreement when:

  • You want to move billing responsibilities for a product to a different billing owner.
  • You want to transfer your Azure products from one licensing agreement to another. For example, from an Enterprise Agreement or a Microsoft Online Subscription Agreement (MOSA) to a Microsoft Customer Agreement.
  • You want to transfer reservation ownership.

Check if you have access to a Microsoft Customer Agreement.

The transition moves only the billing responsibility for your Azure products – the Azure resources tied to your products don't move, so the transition won't interrupt your Azure services.

This process contains the following primary tasks, which we’ll guide you through step by step:

  1. Request billing ownership
  2. Review and approve the transfer request
  3. Check transfer request status

There are three options to transfer products:

  • Transfer only subscriptions
  • Transfer only reservations
  • Transfer both subscriptions and reservations

When you send or accept transfer request, you agree to terms and conditions. For more information, see Transfer terms and conditions.

Before you transfer billing products, read Supplemental information about transfers.

Prerequisites

Before you begin, make sure that the people involved in the product transfer have the required permissions.

Note

To perform a transfer, the destination account must be a paid account with a valid form of payment. For example, if the destination is an Azure free account, you can upgrade it to a pay-as-you-go Azure plan under a Microsoft Customer Agreement. Then you can make the transfer.

You can also go along with the following video that outlines each step of the process for subscription transfer. However, it doesn't cover reservation transfer.

Required permission for the transfer requestor

For both subscriptions and reservations, the product transfer requestor must have one of the following permissions:

For a Microsoft Customer Agreement, the person must have an owner or contributor role for the billing account or for the relevant billing profile or invoice section. For more information, see Billing roles and tasks.

Required permission for the subscription transfer recipient

The subscription product owner (transfer request recipient) must have one of the following permissions:

  • For a Microsoft Customer Agreement, the person must have an owner or contributor role for the billing account or for the relevant billing profile or invoice section. For more information, see Billing roles and tasks.
  • For an Enterprise Agreement, the person must be an account owner or EA administrator.
  • For a Microsoft Online Subscription Agreement, the person must be an Account Administrator.

Required permission for the reservation transfer recipient

The reservation product owner (transfer request recipient) must have one of the following permissions:

  • For a Microsoft Customer Agreement, the person must have an owner or contributor role for the billing account or for the relevant billing profile or invoice section. For more information, see Billing roles and tasks.
  • For an Enterprise Agreement, the person must be an EA administrator.
  • For a Microsoft Online Subscription Agreement, the person must be an Account Administrator.

Create the product transfer request

The person creating the transfer request uses the following procedure to create the transfer request. The transfer request essentially asks the owner of the product to allow subscriptions and or reservations associated with a subscription to be transferred.

When the request is created, an email is sent to the target recipient.

The following procedure has you navigate to Transfer requests by selecting a Billing scope > Billing account > Billing profile > Invoice sections to Add a new request. If you navigate to Add a new request from selecting a billing profile, you'll have to select a billing profile and then select an invoice section.

  1. Sign in to the Azure portal as an invoice section owner or contributor for a billing account for Microsoft Customer Agreement. Use the same credentials that you used to accept your Microsoft Customer Agreement.
  2. Search for Cost Management + Billing.
    Screenshot that shows Azure portal search for Cost Management + Billing.
  3. On the billing scopes page, select Billing scopes and then select the billing account, which would be used to pay for Azure usage in your products. Select the billing account labeled Microsoft Customer Agreement.
    Screenshot that shows search in portal for Cost Management + Billing.
    The Azure portal remembers the last billing scope that you access and displays the scope the next time you come to Cost Management + Billing page. You won't see the billing scopes page if you have visited Cost Management + Billing earlier. If so, check that you are in the right scope. If not, switch the scope to select the billing account for a Microsoft Customer Agreement.
  4. Select Billing profiles from the left-hand side and then select a Billing profile from the list. Once you take over the ownership of the products, their usage will be billed to this billing profile.
    Screenshot that shows selecting billing profiles.
    If you don't see Billing profiles, you aren't in the right billing scope. You need to select a billing account for a Microsoft Customer Agreement and then select Billing profiles. To learn how to change scopes, see Switch billing scopes in the Azure portal.
  5. Select Invoice sections from the left-hand side and then select an invoice section from the list. Each billing profile contains on invoice section by default. Select the invoice where you want to move your Azure product billing - that's where the Azure product consumption is transferred to.
    Screenshot that shows selecting invoice sections.
  6. Select Transfer requests from the lower-left side and then select Add a new request. Enter the email address of the user you're requesting billing ownership from. The user must have an account administrator role for the old products.
    Screenshot that shows selecting transfer requests.
  7. Select Send transfer request.

Review and approve transfer request

The recipient of the transfer request uses the following procedure to review and approve the transfer request. They can choose to:

  • Transfer one or more subscriptions only
  • Transfer one or more reservations only
  • Transfer both subscriptions and reservations
  1. The user gets an email with instructions to review your transfer request. Select Review the request to open it in the Azure portal.
    Screenshot that shows review transfer request email.
    If the transfer recipient’s user account doesn’t have email enabled, the person that created the request can manually give the target recipient a link to accept the transfer request after the request is created. The person that created the request can navigate to Transfer status page, copy it, and then manually give it to the recipient.
    Screenshot showing the Transfer status where you can copy the transfer link sent to the recipient.
  2. In the Azure portal, the user selects the billing account that they want to transfer Azure products from. Then they select eligible subscriptions on the Subscriptions tab. If the owner doesn’t want to transfer subscriptions and instead wants to transfer reservations only, make sure that no subscriptions are selected. Screenshot showing the Subscriptions tab.
    Disabled subscriptions can't be transferred.
  3. If there are reservations available to transfer, select the Reservations tab and then select them. If reservations won’t be transferred, make sure that no reservations are selected. If reservations are transferred, they're applied to the scope that’s set in the request. If you want to change the scope of the reservation after it’s transferred, see Change the reservation scope. Screenshot showing the Reservations tab.
  4. Select the Review request tab and verify the information about the products to transfer. If there are Warnings or Failed status messages, see the following information. When you're ready to continue, select Transfer.
    Screenshot showing the Review request tab where you review your transfer selections.
  5. You'll briefly see a Transfer is in progress message. When the transfer is completed successfully, you'll see the Transfer details page with the Transfer completed successfully message.
    Screenshot showing the Transfer completed successfully page.

On the Review request tab, the following status messages might be displayed.

  • Ready to transfer - Validation for this Azure product has passed and can be transferred.
  • Warnings - There's a warning for the selected Azure product. While the product can still be transferred, doing so will have some consequence that the user should be aware of in case they want to take mitigating actions. For example, the Azure subscription being transferred is benefitting from a reservation. After transfer, the subscription will no longer receive that benefit. To maximize savings, ensure that the reservation is associated to another subscription that can use its benefits. Instead, the user can also choose to go back to the selection page and unselect this Azure subscription. Select Check details for more information.
  • Failed - The selected Azure product can't be transferred because of an error. User will need to go back to the selection page and unselect this product to transfer the other selected Azure products.

Check the transfer request status

As the user that requested the transfer:

  1. Sign in to the Azure portal.
  2. Search for Cost Management + Billing.
  3. In the billing scopes page, select the billing account where the transfer request was started and then in the left menu, select Transfer requests.
  4. Select the billing profile and invoice section where the transfer request was started and review the status.
    Screenshot that shows the list of transfers with their status.

The Transfer requests page displays the following information:

Column Definition
Request date The date when the transfer request was sent
Recipient The email address of the user that you sent the request to transfer billing ownership
Expiration date The date when the request expires
Status The status of transfer request

The transfer request can have one of the following states:

Status Definition
In progress The user hasn't accepted the transfer request.
Processing The user approved the transfer request. Billing for the products that the user selected is getting transferred to your invoice section.
Completed The billing for products that the user selected is transferred to your invoice section.
Finished with errors The request completed but billing for some products that the user selected couldn't be transferred.
Expired The user didn't accept the request on time and it expired.
Canceled Someone with access to the transfer request canceled the request.
Declined The user declined the transfer request.

As the user that approved the transfer:

  1. Select a transfer request to view details. The transfer details page displays the following information:
    Screenshot that shows the Transfer status page with example status.
Column Definition
Transfer ID The unique ID for your transfer request. If you submit a support request, share the ID with Azure support to speed up your support request.
Transfer requested date The date when the transfer request was sent.
Transfer requested by The email address of the user who sent the transfer request.
Transfer request expires date Only appears while the transfer status is Pending. The date when the transfer request expires.
Transfer link sent to recipient Only appears while the transfer status is Pending. The URL that was sent to the user to review the transfer request.
Transfer completed date Only appears when the transfer status is Completed. The date and time that the transfer was completed.

Supported subscription types

You can request billing ownership of products for the subscription types listed below.

1 Any credit available on the subscription won't be available in the new account after the transfer.

2 Only supported for products in accounts that are created during sign-up on the Azure website.

Check for access

Check the agreement type to determine whether you have access to a billing account for a Microsoft Customer Agreement.

  1. Go to the Azure portal to check for billing account access. Search for and select Cost Management + Billing.

    Screenshot that shows an Azure portal search for Cost Management + Billing.

  2. If you have access to just one billing scope, select Properties from the menu. You have access to a billing account for a Microsoft Customer Agreement if the billing account type is Microsoft Customer Agreement.

    Microsoft Customer Agreement, Billing Account Type, Properties, Microsoft Azure portal

  3. If you have access to multiple billing scopes, check the type in the billing account column. You have access to a billing account for a Microsoft Customer Agreement if the billing account type for any of the scopes is Microsoft Customer Agreement.

    Microsoft Customer Agreement, Billing Account Type, Billing account list, Microsoft Azure portal

Need help? Contact support

If you need help, contact support to get your issue resolved quickly.

Next steps

  • The billing ownership of the Azure products is transferred to your invoice section. Keep track of the charges for these subscriptions in the Azure portal.
  • Give others permissions to view and manage billing for transferred products. For more information, see Invoice section roles and tasks.