When you’re onboarding a new customer to Rechargly, you may have explained what price they will be paying with their Xero subscription. In some cases, a promotional price has been applied, and you want to override this price, to avoid any confusion with the customer.
Below are the steps to change the price.
Access the invoice: Navigate to the Invoices page and locate the Draft or Scheduled invoice for the customer.
Add a custom charge: Click the three dots (•••) next to the invoice and select Add Custom Charge. Follow the instructions in this guide to add a custom charge.
Enter charge details: Input the correct retail price and relevant details for the charge.
Exclude the promotional pricing: Go to the Charges page, and locate the promotional charge and exclude it from the invoice.
Review the updated invoice: Return to the Invoices page and verify that the invoice now reflects the correct retail pricing.
This is a manual process that you’ll need to track throughout the duration of the promotion. When the promotion ends, the customer’s price will change automatically, and you won’t ned to maintain this process.