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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 over 2 weeks ago

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


Steps to follow:


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 (e.g. -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 put negative amounts in

  4. When the charges have been uploaded, you can map these charges to a customer.

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

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