Steps to automate a new vendor in Rechargly:
Forward the invoice and supporting material: Send the vendor’s invoice and any relevant supporting documents to your unique Rechargly email address (You can find this email on the Setup page). This will include the original email, PDF’s, CSVs, or usage reports that determine what you pay each period.
Contact Rechargly Support: Write a message to Rechargly support via chat or email, and the team will review the vendor’s information.
Timeline confirmation: The timeline for enabling the vendor will be provided via chat during your conversation with the support team.
Steps to bulk upload any charges in Rechargly:
Go to the imports page
Click on the […] and choose custom CSV import
Download the CSV template
Upload the file and complete the invoice details and hit submit
If the vendor you’re searching for doesn’t appear, you can choose “no vendor”. Alternatively, you can contact Rechargly support and we can add the vendor.
Additional Notes:
Ensure the invoice and supporting documents are complete and accurate to avoid delays.