If a client has signed their agreement but no invoices are being generated, it usually means the charges or organisation have been excluded, or the contact has been archived in Xero. In either case, no invoice will be created until the issue is corrected.
Has The Charge Or Organisation Has Been Excluded
Go to Excluded Charges tab.
Check if the client or any of their associated charges are listed there.
If you find them:
Click Revert Charge or Revert Organisation next to the relevant entry to return it to the active Charges table.
Once the charges are reverted, Rechargly will process the charges in the next invoice cycle. Alternatively, you can use the Send Now functionality.
Has The Contact Has Been Archived
Go to Billing.
Search for your customer.
Check the customer’s status.
If the status is Inactive, the contact has been archived in Xero.
To fix this, unarchive the contact in Xero.
After fixing the contact, re-sync your Xero with Rechargly:
Go to Integrations.
Click the Active button.
Select Re-sync now.
Once the sync is complete, Rechargly will process the charges in the next invoice cycle. Alternatively, you can use the Send Now functionality.