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Handling Refunds and Recharging a Different Clients

Learn how to manage refunds in Rechargly when a client has been billed incorrectly.

Written by Jazmin Aldana

If a client has been billed to the wrong entity, you’ll need to refund the original payment and then recharge the correct client.

Refund process

  • When you issue a refund in Rechargly, it’s processed via the clearing house.

  • The refund is always credited back to the same account that was originally debited.

Recharging the correct client

  1. Go to Mapping and make sure the correct customer is set up for recharging.

  2. If the client doesn’t exist in Rechargly, create the contact in Xero and then re-sync the integration.

  3. Go to the Invoices page and review the draft invoice.

  4. Select Send Now to issue the invoice and create the agreement.

Pro Tip:

After creating the new contact and draft invoice in Xero, go to Integrations in Rechargly and select Re-sync Contacts to bring the updated details across.

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