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How to Retract a Sent Agreement in Rechargly

If you’ve sent an agreement by mistake, you can retract it before the client accepts.

Alex Millar avatar
Written by Alex Millar
Updated over 3 weeks ago

Steps to Retract an Agreement

  1. Go to Agreements.

  2. Find the agreement with Sent status that you want to retract.

  3. Click the three dots [...] on the right-hand side.

  4. Select Retract Agreement.

  5. Confirm the retraction in the pop-up modal.

What Happens When You Retract

  • The agreement status changes to Cancelled.

  • You can choose to keep or exclude charges linked to the invoice.

  • You can toggle notifications on or off depending on your preferences.

Retraction is only possible for agreements that have been sent but not yet accepted by the client.

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