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How To Update Billing Details For Clients

How clients update their billing details in the Agreements page within Rechargly.

A
Written by Alex Millar
Updated yesterday

You can update a client’s billing details directly from their Agreement page in Rechargly.

Steps:

  1. Go to the Agreements page

  2. Search for the client whose billing details need to be updated.

  3. Click Copy Link next to the agreement.

  4. Share this link with the client. They can use it to securely update their billing information.

Once the client completes the update, their new billing details will automatically apply to future invoices and payments.

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