Handling Refunds and Recharging a Different Clients

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:

Go to Mapping and make sure the correct customer is set up for recharging.
If the client doesn’t exist in Rechargly, create the contact in Xero and then re-sync the integration.
Go to the Invoices page and review the draft invoice.
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.