Below are the tasks and things you should be aware of in Rechargly. If you have any questions, leverage our support articles or speak to us in the chat bubble (bottom right side of the app). If we can’t answer your question, one of our team will reply.

📎 Imports

• [ ] All Imports have successfully been received in Rechargly.
• [ ] Review vendor Plan Rules to exclude any plans you don’t want to recharge.

https://www.loom.com/share/50c02b399e074ff2b8e4bce1147d4a42?sid=85522c84-b224-4650-8959-706295ccb69b

• [ ] If you want to upload bulk charges from a custom vendor, you can do it from the Imports page and click […]

🗺️ Mapping organisations to customers in Xero (Blue)

Each month you will be required to review the Mapping and map any new organisations & plans. When we receive a new invoice, we will notify you if there are new customers to be mapped.

You won’t be able to enable billing for customers that don’t have an email address. If a contact is missing an email address, it will look like the below:

If you are missing contact information, follow these steps.

:favicon-dark-for-light-mode: 𝌡Making adjustments

If you need to make changes to invoices, below are the most common scenarios: