When you handle payments in Xero yourself rather than relying on Rechargly to charge your clients, Rechargly still pushes invoices into Xero on the invoice date. You control the status those invoices are created with, and what Rechargly does with them once they are in Xero. This matters because it determines whether Xero sends automated invoice emails to your clients.
Choose the invoice status Rechargly sends to Xero
You can have Rechargly create invoices in Xero with one of three statuses:
Draft - created as a draft for you to review and approve yourself.
Awaiting Approval - created and left awaiting approval in Xero.
Approve for Sending - created as approved and ready to send.
If you choose "Approve for Sending", decide how Rechargly handles the invoice
When invoices are approved for sending, tell Rechargly what to do with them in Xero:
Send email to client - Xero emails the invoice to the client for payment as soon as it is created. This is the most efficient option and the workflow we suggest for clients who pay you directly each month.
Mark in Xero as sent - Rechargly marks the invoice as sent in Xero without emailing the client. This suits admin teams who use the sent status to confirm clients have received their invoices, or firms using another tool such as Ignition, so your setup stays consistent.
Do nothing - Rechargly pushes the invoice into Xero and takes no further action. Use this when another billing or payment gateway is in play and you do not want Rechargly to interfere; the other provider picks the invoice up from there.