If a customer isn’t appearing in Rechargly, it means they haven’t been invoiced recently from Xero Blue. Here’s how to fix it:
1. Update the contact in Xero.
Open the contact in Xero Blue.
Click Edit, change any detail (even adding a full stop is fine), then save.
Re-sync from Rechargly again.
This forces Xero to recognise the update and helps Rechargly pull the contact through.
2. Re-sync contacts in Rechargly
Once the invoice is created, head back to Rechargly to update your contact list:
Go to the Mapping tab
Click the dropdown in the top right
Select Re-sync contact