Overview
If you need to clean up your billing and start fresh for a new month, excluding charges from previous invoices is a good way to do that.
How to exclude multiple charges
Follow these steps to exclude multiple charges:
Charges page: go to the Charges page.
Find the charges: filter or search to find all the charges you want to exclude.
Tick the charges: hover over any charge's Status column and tick the checkboxes.
Select All: use Select All if you want to bulk select all filtered charges.
Exclude: choose Exclude from the available actions.
Note: excluding charges will automatically remove any related draft or scheduled invoices. Once excluded, these charges will not be included in client invoices or future billing runs.
Excluding prior charges
When you take over their subscription, Rechargly may import charges from earlier months that you do not want to pass on to the client. This is common when a Xero file has been set up for a while before the agreement is signed.
To avoid billing the client for those earlier charges:
Charges page: go to the Charges page.
Filter to the client: filter to the client and the earlier months you do not want to bill.
Select the charges: tick the charges, or use Select All for the filtered set.
Exclude: choose Exclude.
The excluded charges stay in Rechargly for your records, but they will not appear on any invoice to the client.
Start billing a client from a date you choose
Once the prior charges are excluded, the client's next invoice only includes charges from the point you want billing to start. Check this before the invoice sends:
Review the draft: open the client's draft or scheduled invoice on the Invoices page.
Confirm the charges: confirm it only shows charges from your chosen start date.
Charges that were skipped
If charges are not appearing to bill at all, they may have been skipped during mapping rather than excluded. Skipped charges sit under Mapping, in the Skipped tab. Review that tab to see any charges held back, and map them if you do want to bill them.