If you need to set up recurring charges for many clients at once, upload a CSV instead of adding them one at a time.
Upload a CSV
Go to Recurring charges.
Choose Add recurring charges.
Choose the CSV option.
Download the CSV template from the modal.
Fill in one row per charge. The columns are:
Organisation
Start date
Stop date (optional)
List price
Client price
Plan
Choose the Frequency and the Service date in the modal. These apply to every row in the file, so one upload cannot mix, for example, monthly and quarterly charges. Do those in separate uploads.
Upload the file and confirm.
Prices in the CSV
If you leave the List price blank, it is treated as the same as the client price.
For your own services, your cost is 0.
Dates in the CSV
Rechargly detects the date format automatically. It accepts:
DD/MM/YYYY
MM/DD/YYYY
If a file could be read either way, for example 03/04/2026 could be March or April, Rechargly asks you which format to use before it continues.
New clients in the file
If an organisation name in the file is not one Rechargly recognises, it is created and matched, the same way a custom CSV import does it. Check the spelling of names so you do not create a duplicate client.
Back-dated start dates
If a start date is in the past, any charge that is already due is created straight away when you upload. After that, a check runs every hour on your firm's local date and creates each charge as it falls due.