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.
Before You Start: Check The Invoice Status and Date
Before backdating and sending invoices in bulk, it’s important to first confirm the invoice status and invoice date.
Go to the Invoices page and review the invoices you want to update. Check whether the invoices are marked as Scheduled or Sent, Paying, or Paid. Also review the invoice date.
If the invoice date is in the future, the invoices will remain Scheduled and have not yet been sent. In this case, the invoice date can still be changed using the steps below.
If the invoices are already marked as Sent, Paying, or Paid, the bulk backdating flow cannot be used. In this scenario, contact the support team for assistance.
Steps to Backdate and Send Invoices in Bulk
1. Update Billing Terms
Go to the Setup screen for your vendor or agreement.
Click "Enable Automatic Billing of Recharges"
Choose the option 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.