Would you like assistance backdating an invoice now? Use this link to trigger a meeting with our AI agent Rai. You can share your screen and they will walk you through every step.
If you need to charge clients for a previous period and send all invoices in one go, you can do this easily by backdating your invoice date and using the bulk email functionality in Rechargly.
Steps to Backdate and Send Invoices in Bulk
1. Update Billing Terms
Go to the Setup screen for your vendor or agreement.
Click Define Billing Terms.
Change the Invoice Date to the desired backdated date.
Pro tip:
Make sure your Xero ledger is not locked for that date. If it is, invoices won’t be pushed to Xero.
2. Send Agreements/Charge Clients
Head to the Billing page in Rechargly.
Click the preview and enable button
Select the clients you want to charge and hit next
Click Send Agreements now checkbox.
Once enabled, you can check that the invoices have changed status from Draft/Scheduled to Sent/Paid.
3. Change Billing Date
Go back to Define Billing Terms and ensure that the next billing date is set correctly.