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How To Send Agreements Now

Two ways to send agreements now to customers in Rechargly.

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Written by Alex Millar
Updated this week

Option 1: From the Invoices Page

  1. Go to the Invoices section.

  2. Find the draft invoice for the customer.

  3. Click Send now.

  4. This will:

    • Finalise the invoice (you can also choose to backdate the invoice)

    • Enable the customer

    • Trigger the agreement email to be sent

You’ll see a confirmation screen explaining these steps before you confirm.

Option 2: From the Billing Page

  1. Navigate to the Billing tab.

  2. Click "Preview and Enable Recharging

  3. Review the customers in the approval summary.

  4. Tick the box Send emails now.


  5. Click Enable customers.

This will send out all selected invoices and agreements in one go.

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