Would you like assistance backdating and sending invoices? Use this link to trigger a meeting with our AI agent Rai. You can share your screen and they will walk you through every step.
If your invoices aren’t being sent from Rechargly, it’s usually because of their status. When you map charges to a new customer, the invoice is created as a Draft. It will be automatically sent on the next billing date, but you can also send it immediately.
Check Invoice Status
Go to Invoices.
Use filters to check if invoices are in Draft
Send Draft Invoices in Bulk
If you have multiple Draft invoices you want to send now:
Go to Billing.
Click Preview and Enable.
Tick the checkbox Send emails now.
Enable the customers.
3: Send an Individual Invoice
If you only need to send one invoice:
Go to the Draft Invoice.
Click the [...] menu.
Select Send Now.
When Will the Invoice Appear in Xero?
Invoices will sync and appear in Xero on the next billing date. Once sent, your invoices will be available to customers and recorded in Xero.