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How to download your Xero client CSV
How to download your Xero client CSV

Get your client breakdown for Xero

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Written by Alex Millar
Updated over 7 months ago

To set up Rechargly for the first time using Xero, you will need to access your latest invoice and CSV. To access this, follow the steps below:

  1. Login to your Xero account

  2. Go to 'Subscription and Billing'

  3. Go to the 'Manage your Subscription'

  4. Go to ‘Billing accounts’

  5. Click on the three dots on the right side and choose ‘View Invoices

6. Download Invoice and CSV

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