If a payment is made outside of Rechargly (e.g., via direct deposit), you can manually mark the invoice as paid in Rechargly.
Steps to Mark a Payment as Paid
Find the customer in Rechargly: Go to the Invoices page
Locate the invoice: Find the relevant invoice associated with the payment.
Mark as paid: Expand the invoice and click the […] (three dots) on the right side of the page next to the invoice.
Change the invoice status: Choose mark invoice as paid
Important to note:
If an invoice is marked as paid in Xero, Rechargly will automatically detect this and update accordingly.
If you mark an invoice as paid in Rechargly, this will not reflect back in Xero. You’ll need to record the payment in Xero separately if required.
Once done, the invoice in Rechargly will show as paid and won’t appear in your outstanding balances.