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Accessing Your Customer's Unique Agreement URL

Guide on how customer can access their unique agreement URL.

Alex Millar avatar
Written by Alex Millar
Updated over 2 weeks ago

Each customer receives a unique agreement link during onboarding. This link allows them to view their charges, invoices, and payment details at any time. If a customer can’t find their link, you can easily locate and share it with them.

Steps To Find And Share The Agreement Link

  1. Go to the Agreements page in Rechargly.

  2. Find the relevant customer in the list.

  3. Hover over their agreement and click Copy Link.

  4. Paste the copied link into an email or message and send it to your customer.

What To Tell Your Customer

When you share the agreement link, let your customer know that they can:

  • View their current and past invoices

  • Download invoice copies for their records (invoices are available to download for 30 days)

  • Review their billing and payment details

Pro Tip: Encourage customer to bookmark their agreement link so they can access their invoices easily in the future.

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