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How To Create A Credit In Rechargly

You can issue a credit to a client by creating a custom charge with a negative amount. This can be done for a single client or in bulk.

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Written by Alex Millar
Updated yesterday

Rechargly supports negative custom charges, which appear as credits on the client’s invoice.

Create a credit for a single invoice

  1. Go to the Charges page.

  2. Click Add Custom Charge.

  3. Select the client and fill out the charge details.

  4. In the Amount field, enter a negative value (for example, -100.00).

Create credits in bulk

  1. Go to the Imports page.

  2. Click […] and select Custom CSV Import.

  3. Use the CSV template and enter negative amounts for the credits.

  4. Once uploaded, map the charges to the correct customer.

  5. Check the Invoices page to confirm that the credits have been applied.

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