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 sent automatically on the next billing date, but you can also send it straight away.
Check invoice status
Go to Invoices.
Use the filters to check whether invoices are sitting in Draft.
Check the next invoice date in Billing Terms
If invoices are sitting in Scheduled and nothing is sending, check whether the invoice date has been moved:
Go to Setup > Billing Terms.
Check the Invoice Date. If it has been changed to a future date, all invoices stay Scheduled until that date arrives.
Update the Invoice Date back to the correct date.
Go to Billing and go through the Preview and Enable flow. This triggers the collection and sets the invoice with the new date.
Important: Moving the invoice date back will backdate the scheduled invoices and may charge all affected clients at once. If you are unsure, contact support.
Send draft invoices in bulk
If you have several Draft invoices you want to send now:
Go to Billing.
Click Preview and Enable.
Tick the Send emails now checkbox.
Enable the customers.
Send an individual invoice
If you only need to send one invoice:
Go to the Draft Invoice.
Click the [...] menu.
Select Send Now.
Invoices with more than 50 line items won't send
Rechargly sends your client invoices through Stripe, and Stripe will not accept an invoice with more than 50 line items. If a client's invoice goes over that limit it cannot be finalised, so it will not send. This can happen even when the agreement is accepted, the charges are not excluded, the Xero contact is active, and the client has been invoiced before.
It usually happens when a lot of charges are mapped to one client in a single billing period, including lines that come through at $0.00.
To check:
Open the client's draft invoice in Invoices.
Count the line items. If there are more than 50, this is why it has not sent.
To fix it:
Reduce the invoice to 50 line items or fewer.
The quickest way is to exclude the $0.00 line items, since they add to the count without adding any value.
Once the invoice has 50 or fewer line items, send it again from the draft invoice with Send Now, or through Preview and Enable.
If you are not sure which lines to remove, contact support and we can help you bring the invoice under the limit.
When will the invoice appear in Xero?
Invoices sync and appear in Xero on the next billing date. Once sent, your invoices are recorded in Xero.
Need help?
Would you like a hand backdating and sending invoices? Use this link to book a walkthrough with our AI agent Rai. You can share your screen and they will guide you through each step.