How agreement email reminders work and how to stop them early
Rechargly sends an initial setup email plus three reminder emails over four weeks to encourage clients to set up an auto-debit. Invoices continue to be generated during and after this period.
How it works
Reminder schedule: one initial email, then three reminders over four weeks.
Invoices: invoices will still be created in Rechargly and appear in your linked accounting system such as Xero. The auto debit feature will not run until the client completes their auto-debit setup.
Xero reconciliation: if you reconcile an invoice as Paid in Xero and that invoice was created in Rechargly, Rechargly will automatically mark it as Paid in the app.
Can I stop reminders before four weeks?
Yes. This cannot be done from the app while the four-week sequence is active. Please contact us at support@rechargly.com and we will end the journey for that specific customer on your behalf. Stopping the reminders does not stop invoice generation.
What to include when you contact us
Customer name
Customer email address
Manage reminders after four weeks
After the four-week sequence completes, reminders stop automatically.
You can manually trigger a reminder for a client from Agreements.
Go to Agreements.
Search for the customer and click on the three dots […].
Click Send Again.
Pro tip: If a client sets up the auto-debit during the reminder period, further reminders for that agreement will not be sent.