Transferring Your Yapi Billing Account to Someone Else
If you need to transfer ownership of your Yapi account to someone else (for example, if you've sold your practice), use the instructions below to start the process.
Caution
You'll remain the account owner and be responsible for all billing until all of the steps below are completed. We recommend contacting Yapi Billing 
to complete the transfer process at least 2 weeks before your next billing date in order to ensure you're no longer being billed.
Email Yapi Billing
and provide the following information about the previous owner and the new owner.Name
Email
Phone Number
Important
Providing the correct email address is very important for the next step.
Our Billing Specialist will email an Account Transfer form to you and the new account owner. This form verifies that you are relinquishing ownership and billing information over to the new owner and the new owner accepts Yapi Leap's terms of service
. You should receive this form within 1-2 business days of sending your contact information to our Billing team.Have both parties review and sign the Account Transfer form and email
it back to our Billing team.Our Billing Specialist will contact the new owner and request the following information:
New Account Holder Name
New Practice Name
Billing Address
Billing Phone Number
Billing Email
Our Billing Specialist will use the Billing Portal
to send the new owner a payment request so they can update the account's payment information.
Once this process is complete, a Yapi Customer Success Manager will introduce themselves to the new owner and coordinate any training needed for the owner, providers and/or other office staff.