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Accessing And Downloading Customer PDF Invoices

Learn how customer can easily view and download their invoices through Rechargly using their unique agreement link.

Alex Millar avatar
Written by Alex Millar
Updated this week

This article explains how customer can view and download their invoices through Rechargly.

Steps To Access Invoices

  1. Open your customer’s agreement link.

    • Go to Agreements.

    • Find the relevant customer in the list.

    • Click on Copy Link next to their agreement.

    • Send this link to your customer so they can access their agreement.

  2. Once your customer opens the agreement link, they can view all charges and invoices associated with their account.

  3. To download an invoice, your customer should:

    • Click on the invoice they want to view.

    • Then click on the […] icon and select Download PDF.

Need A PDF Copy?

If your customer needs a PDF version of their invoice, the support team can send it directly from Xero upon request.

Troubleshooting

  • Invoices are available for 30 days on Stripe. After that period, they can still be viewed but not downloaded.

  • You can always resend or share invoices directly with your customer from Xero if they need another copy.

Pro Tip: Encourage customers to bookmark their agreement link for quick access to all current and past invoices.

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