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Do clients receive a PDF copy of the invoice when Rechargly invoices are issued?
Do clients receive a PDF copy of the invoice when Rechargly invoices are issued?

Learn how clients can access their invoices in Rechargly and what to do if they need a PDF copy

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Written by Alex Millar
Updated over a week ago

Clients do not receive a PDF copy of the invoice when Rechargly invoices are issued. However, they can easily access all their invoices from their unique agreement page.

How can clients view their invoices?

  1. Go to the Agreements page and find the customer’s agreement.

  2. Copy the unique agreement URL and share it with the client.

    • Clients also receive their unique agreement URL via email when they are onboarded to Rechargly.

Additional Notes:

  • If a client requests a PDF copy of an invoice, you can send it directly from Xero.

  • Ensure clients have their agreement URL handy for quick access to all their invoices.

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