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How To Check If A Client Owes You Money

You can quickly check which clients have outstanding payments or unsigned agreements directly from the Invoices page in Rechargly.

Alex Millar avatar
Written by Alex Millar
Updated over a month ago

Steps to check:

  1. Go to the Invoices page in Rechargly.

  2. Use the filters at the top to narrow down your view by:

    1. Draft - the invoice/agreement hasn’t been created.

    2. Scheduled - signed, but the invoice hasn’t been created yet

    3. Agreement - unsigned agreements

    4. Failed - signed agreements but the invoice hasn’t been processed

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