If your Xero subscription invoices are not importing into Rechargly each month, it usually means automatic forwarding has not been set up.
Some firms already have automatic forwarding in place, so their Xero invoices import each month on their own with nothing more to do. If yours are not importing, set up automatic forwarding once using the steps below, then use the manual steps to bring in any invoice that was missed in the meantime.
Set up automatic forwarding (recommended)
Automatic forwarding sends your Xero billing emails straight to your unique Rechargly email address, so charges import each month without you doing anything.
Find your unique Rechargly email address on the Setup page in your Rechargly account.
In the inbox that receives your Xero billing emails, create a rule that automatically forwards any email from Xero billing to your unique Rechargly email address.
If you go to the Setup page and expand the second step, "Setup Email Forwarding", you can follow the instructions specific to your firm.
There are two parts to the email forwarding rule: you need to set up the rule, and you also need to allow email forwarding to external email addresses. If you do not complete both parts, the forwarding will not work.
Once the rule is active, each new Xero invoice will import automatically.
Option 1: Forward the original email from Xero
Locate the email you received from Xero about your invoice.
Forward that email directly to your unique Rechargly email address. You can find this address on the Setup page in your Rechargly account.
Option 2: Forward the URL of the invoice link
Log in to Xero.
Click the circle with your initials in the top right corner.
Choose Account from the drop-down menu.
Go to the Billing Accounts page.
Click the three dots on the right and choose View Invoices.
Copy the invoice URL and compose a new email. Use "Your Xero Invoice" as the subject and paste the invoice URL into the body.
Send the email to your unique Rechargly email address (found on the Setup page). You can forward up to 10 invoice URLs at a time.
Wait a couple of minutes and check the Imports page to see if the invoice has been received.
Why the Xero PDF will not work
A PDF attachment does not contain the structured data or original Xero headers Rechargly needs to read charges and map them correctly. Sending only a PDF prevents automatic processing.