In some cases you may want to oncharge a client for charges from one vendor (for example ASIC) but exclude charges from another vendor (for example Xero). Rechargly lets you manage this by excluding the organisation from a specific vendor.
This ensures the client is still billed correctly for the vendor you want to include, while stopping charges from the vendor you don’t want to pass on.
Steps to exclude an organisation from a vendor
Go to the Charges table.
Find the charge you don’t want to oncharge (e.g. Xero).
Click the red X button beside the organisation name (tooltip shows Exclude organisation from vendor).
Go to Mapping and change the organisation’s mapping status from Skipped to Confirm.
Open the Invoices page and review the draft invoice to confirm:
ASIC charges are still included.
Xero charges have been excluded.