Accountants can cancel auto-charge agreements in Rechargly in three scenarios: disabling agreements before sending, retracting sent agreements, or cancelling accepted agreements. Follow these steps to perform each action.
1. How to disable an agreement
Disabling an agreement prevents it from being sent to a client.
Steps to disable an agreement:
Go to the Agreements page and find the customer agreement you wish to disable.
Click the three dots on the right-hand side and select Disable Agreement.
Confirm the cancellation in the pop-up modal.
What happens:
The agreement status changes to cancelled.
No notification is sent to the client.
2. How to retract a sent agreement
Retracting an agreement applies if the agreement has been sent but not yet accepted by the client.
Steps to retract an agreement:
Go to the Agreements page and find the agreement you want to cancel with a sent status.
Click the three dots on the right-hand side and select Retract Agreement.
Confirm the retraction in the pop-up modal.
What happens:
The agreement status changes to cancelled.
Charges related to the invoice can be kept or excluded.
Notifications can be toggled on or off based on preferences.
3. How to cancel an accepted agreement
Cancelling an agreement applies when the client has already accepted the agreement, and a payment method is in place.
Steps to cancel an agreement:
Go to the Agreements page and find the customer agreement you wish to cancel.
Click the three dots on the right-hand side and select Cancel Agreement.
In the modal, review the options for pending charges (e.g., exclude or keep them open), then confirm the cancellation.
What happens:
The agreement status changes to cancelled.
An email notification is sent to the customer (optional).