How to Set Up ASIC Disbursements in Rechargly
Rechargly can automate the billing of ASIC (Australian Securities and Investments Commission) fees to your clients. This guide explains how to import ASIC charges and bill them through the platform.
How it works
Each month, you export all ASIC invoices from the ASIC portal
You bulk-import those clients and their charges into Rechargly
Rechargly creates invoices in Xero and collects payment automatically
Step 1: Export ASIC invoices
Log in to the ASIC portal
Export all invoices from the previous month
Step 2: Import into Rechargly
Go to Vendors in Rechargly
Use the bulk import function to upload your ASIC PDFs
Step 3: Billing and collection
Once imported:
Map the ASIC charges to a customer in Rechargly
If the client has an active agreement, the payment is collected automatically in the next billing cycle
Step 4: Payment
When you're ready to pay for your client's ASIC fees in bulk, go to the Imports page and export the CSV. This will export the data with the corresponding amount, biller code and reference.
