Connect Xero Blue to Rechargly

Setup Xero (and other) forwarding rules. Look at the Setup to learn how to create the rules.

Forward your latest invoices. When it’s successful, you will see (Received Correctly). The charges will appear on the Charges page.

Go to Mapping to find the list of Organisations & Plans that need to be mapped to a customer. All charges need to be mapped to a customer.

Review the Confirmed tab to look for contacts missing an email address. The client won’t be notified or able to set up their direct debit. If you are missing contacts, follow these steps
​

Review the Charges table and exclude any charges you don’t want to collect

Exclude any plans e.g. Ledgers that you don’t want to Recharge.

Connect your Stripe account on our integration / payments page

Complete the verification process

Go to Account Status and ensure that there’s nothing outstanding. A common outstanding request is adding your support email in the business details page.

Turn on direct debit (BECS/BACS/ACH) in your region - Setup BECS Direct Debit on Stripe

Apply for our Stripe credits with Rechargly

Request migration using the Migration Request Template

Share migration data with vault@rechargly.com

Follow the migration steps for New Zealand or Australia & the UK.

Integrate all of the clients you’re setting up for Recharging from the Connections. We will automatically match the organisations in your Xero to the ones we're trying to match in Rechargly.

Create Rechargly Invoice template in Xero Blue (to ensure Rechargly invoices aren’t collected by any other billing platform)

Decide whether you want to add an admin fee to each invoice. If you want to add an admin fee, you need to request this through support on our app.

Set what vendor discount will be pass onto your clients from the Billing page

Get familiar with the emails that will be sent to your clients Rechargly Agreement Emails

Get familiar with the emails that will go to your clients Communication from Rechargly when you migrate your customers

Set up the Email Headers (cc and reply to) emails that will be sent by Rechargly (notifications@rechargly.com). Here's an article explaining why this step is important

Notify your clients of the transition to Rechargly

Set the accounting code for disbursements

Choose Stripe as billing method

Set billing terms

Final review by Rechargly team

Enable charges from the Billing page

Go to your contacts and ensure you have Stripe created as a contact

Follow these steps to set up the auto-reconciliation