If your client’s are resistant to change and don’t want to pay via direct debit methods, you can still manage this through Rechargly.
When an agreement is created, even if it's not signed, we can create and send invoices to your Xero. From there, the client can pay for those invoices directly.
When an invoice has been paid directly, go into Rechargly, find the invoice, and mark the invoice as paid. This way, all the invoices are still centrally managed and created in Rechargly.
How to manage clients that resist moving to direct debit payment methods.
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Written by Alex Millar
Updated over 2 weeks ago