1. Receiving the email
You’ll receive an email from notifications@rechargly.com titled: {Firm Name} via Rechargly
This email contains a secure link to review your agreement. The email will be sent by notifications@rechargly.com.
2. What the email looks like
The email includes a brief summary of why they are receiving the email and what to expect.
3. Open the agreement
Click Review and setup auto-charge to continue to view their unique agreement page.
4. Review hosted agreement page
This is the confirmation step.Here’s what you’re reviewing:
What’s included in the agreement
How often you’ll be billed
Who is charging you
Take a moment to scroll and review the details.
5. Review your invoice details
Scroll down to the invoice section and expand it using the toggle. This shows the vendors you are being charged for, billing period, and the amount.
6. Set up your payment method
Once your client has reviewed the agreement and invoice, they can set up their payment method. We suggest making direct debit and credit card payments available. This is what the payment set up will look like:
Important
If only credit card is available, it means BECS or BACS isn’t enabled yet.
You can enable this in Stripe here:
6a. Troubleshooting Link as a payment method
Some clients may see a prompt asking for a mobile number. This is optional. If you don’t want to enter a number:
Scroll to the bottom of the screen
Select “Pay without Link” to proceed with inputting a mobile number
You will be redirected to pay with the payment methods enabled (credit card or bank account)
7. Updating your payment method later
After setup, from the client’s unique Agreement page you can update your payment method
What happens next
Once completed:
The agreement becomes active
Payments will be collected according to the invoice schedule
All invoices will be available from their agreements page. If you want to send each invoice to your client by email, you can turn on successful payments through Stripe.