1. Make sure the customer exists in Rechargly
Rechargly pulls customers from Xero Blue — but only after you’ve created their first invoice. If they don’t appear in Rechargly yet, you’ll need to add them in Xero and sync again. Follow this guide: How to add a new customer in Rechargly
2. Enable the customer and send the agreement
Once the customer appears in Rechargly, you can enable them and send their agreement using one of two methods:
Option A: From the Invoices page
Create or open a draft invoice
Click Send now
This will:
Finalise the invoice
Enable the customer
Send the Agreement
Option B: From the Billing tab
Go to the Billing page
Tick Send emails now
Click Enable customers
This will send out agreements to all selected customers in one go. See full steps here: How to send agreements now.