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How To Backdate and Send Invoices and Charge Clients in Bulk

Backdating invoice dates and send/charge clients immediately

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Written by Alex Millar
Updated this week

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.

Make sure your Xero ledger is not locked for that date. If it is, invoices wonโ€™t be pushed to Xero.

2. Send Agreements/Charge Clients

  • Head to the Billing page in Rechargly.

  • Click Send emails now to begin the bulk send process.
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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.

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