My experience with ChargeOver and their customer support team has been a very surprising in a great way. I have looked at many billing solutions over the years and none of them did exactly what I needed them to do when it comes to recurring billing. They required their own processors, or charged % of revenue which is ridiculous especially if you are generating significant revenue every month.
What sold me initially was that I could use my own gateway and preferred merchant pricing I had already established. I could also do automated recurring ACH's which was was also huge. The biggest seller and the biggest of all is the integration into Quickbooks desktop which a lot of others I tried but did not integrate correctly and wasted a ton of time reverting back. Finally the price for the service was extremely reasonable as well.
After we signed up there was some initial setup tasks that took about a week to work through but that was because we needed some customization that they took care of extremely fast and had us up and running. Using the desktop Quickbooks there were some minor issues here and there to start out with but over time they got addressed and the product today is much more useful.
What saves us the most amount of time is the automated processing and if cards don't go through the system will generate the emails for you and send links so the client can directly process. When you have 100's of clients this saves a significant amount of time.
Also this week we just switched from Quickbooks desktop to Quickbooks online. I was a little apprehensive about switching but am happy to say it only took us under 4 hours to do the switch and fix any minor sync issues. I was expecting a week or two but half a day was it.
The last thing I will say is the response time for any issues and follow up of the team there has been amazing. They are very reachable and get done what you need when you need it.
4) Responsiveness of Customer Support
5) Ease of Use
6) Amazing ROI
7) Integration to QB, QBOnline and Xero
1) Initial setup takes a few days if you need customizations
2) Advanced reporting is not there yet but heard in the works
3) If using the desktop version sometimes the sync doesn't work due to QB desktop locking the records so need to be careful to close and restart QB (Could just have been our workstation too). Now that we are on QB Online there is no issue
We have been using ChargeOver for the past 3 years and the product gets better and better every month! Keith and Ryan are an absolute delight to work with and even with their rapid growth they have kept customer service a major priority. When billing clients there are a lot of things that can go wrong so having the trust that any issues that arise will be handled promptly puts them way above their competition from my perspective. Also, their product integrates into our recurring billing for Quickbooks Online extremely well. Was a super simple transition when we went from the desktop version to online which I was very surprised about. Now it works even better.
Ease of use, price, and customer service
It can be a bit tricky to teach new users at first because of all the features but once they get it then it is pretty straight forward
It hadn't occurred to me how much time we were spending trying to chase down clients who had declined payments until we tried ChargeOver. The automated emails letting my customers know that their payment had failed and the ability for them to pay the bill without any interaction from myself or my team is priceless. Customer support representative went above and beyond helping us initially get set up and they haven't let me down. After 2 years of being a client I can honestly say A. It pays for itself and B. It is a lot more efficient and official looking than manual gateway receipts.
The automation and branded receipts.
Turning off a customer isn't the easiest thing, but it is minuscule.
Integration and Time saving were my objectives as well as added functionality and I've achieved almost everything within a short period of time with everything else on the way. Super happy with my choice!
ChargeOver either does everything I want it to , or the support team work hard to quickly find a solution to whatever it is that I'm missing. I love how customizable everything is, how much of my time is saved by so many automated procedures, the customer service which is honestly outstanding, the ease of use and intuitive nature of everything, how I can have both my USD and CAD accounts combined ( but then split in reports where necessary) , the awesome dunning, the list goes on! I'm constantly raving about this product! It's made my job an absolute pleasure!
Currently the only thing I'm really missing is the ability to send out invoice due soon reminders, but I'm confident that one day soon they are going to let me know that that too is supported , as they always do with every client request sooner or later! I'm not sure this even belongs in the " What I like least" section - there isn't anything I don't like about it. It evolves to fit its customers needs. What's not to like about that?! :)
I don't have to have an employee dedicated to accounts receivable anymore. Customers can self serve and we don't have to remember to bill them individually. It is all automated
Automated email reminders and the ability for customers to change their own billing information is very helpful.
Poor mobile accessibility can be a deal breaker for most. It is very bad. I believe they are working on it and their customer support is incredible, but I spoke to them about it about 6 months ago and it's still bad.
Thank you Andrew!
Saves us a huge amount of time chasing clients for payment and reduces non-payment or delinquent payment.
Really easy to use and navigate between customers, screens, subscriptions, payment methods. Integration with QBO is key for us, and works pretty well, though not perfectly. Some advanced functionality - for example around sales taxes and discounts for ACH payment - are really helpful. Most of all, I like that it WORKS without bugs (I was burned by previous software), and can be used for recurring payments, recurring invoices and reminders for folks that pay manually online or by check, and supports things like discounts, pro-rated charges, and invoices that contain both an installment payment (scheduled to run for a set number of installments) and a regular recurring subscription (that goes on in perpetuity).
Integration with QBO doesn't always work perfectly - particularly for sales tax, and credits back to client accounts.
I personally reviewed at least a dozen recurring payments providers before decided on ChargeOver for our SaaS business. We've been using ChargeOver for over a year now. What ended up making ChargeOver our choice was three things:
1. Quickbooks integration. Our accountants live in QuickBooks, so our data has to end up in there. ChargeOver was the only platform we found that offered *easy* integration with Quickbooks
2. Flexibility, ChargeOver's API allowed us to handle many different kinds of payment setups, monthly, quarterly, annual, invoiced *or* credit card billing all under the same account.
3. Customer Service, the team at ChargeOver is very quick to respond to any questions, issues and feature requests. You speak to a real person when you reach out.
We use ChargeOver mainly through the API. The only con, in my opinion, is sometimes is needed on their application's UI. Other members of my team have found it confusing or difficult to navigate at times. We try and automate as much as possible, so it hasn't been too much of a problem for us.
I 100% recommend ChargeOver as a recurring billing solution, especially in the case where-where you require flexibility and good developer/API support.
We have been with CO for some time now and are probably pretty demanding. I am super impressed with CS. I can send an email at any time and always get a quick response. We are having a few issues with sales tax, but not sure where the problem is. I believe we have asked for help. Hopefully, the integration to SF will eventually allow our team to see what is open in CO. Would also love to see credit memos that will sync with QB??
Thanks for the hard work!
Easy, support is great
no credit memos that sync to QB Online.
Thanks for the review and feedback! You can expect more and more functionality to be released to the existing SalesForce integration. Thanks for being an awesome customer!!!
Overall, ChargeOver has helped simplify our auto-billing process. The technical support & customer service we have received is top notch. We will definitely recommend ChargeOver to anyone looking for recurring billing software.
ChargeOver is very simple and so easy to navigate. It has everything we want in an auto-billing software and the customer support is outstanding. We mentioned that it would be helpful to include an invoice due date on the pdf invoice for our customers because we have net-15 payment terms. ChargeOver made it happen with the next software update. So impressed! We also love that ChargeOver will automatically email customers when their card is expiring soon, their payment was declined, they need to update their payment information, etc. This saves so much time on our admin side and takes the stress out of remembering to do this ourselves.
There are some settings within ChargeOver where you have to contact your account administrators to activate them. For example, ChargeOver gives the option to have custom fields show up on invoices; however when I filled out the field, it didn't show up at all on our invoices. It wasn't until I contacted our representative at ChargeOver that I realized we had to request to have these custom fields activated. The positive in all of this is that ChargeOver has the ability to customize your experience with the software and your customer's experience, you just have to ask!
The team at ChargeOver always respond to my inquiries very quickly. They are very knowledgeable and helpful and have a great product!
Ease of use; Modern look; Functionality; QuickBooks integration; Customer support
On the Dashboard, the Income by Month bar graph, I wish there was a way to see more than just this month and last month. Also, it would be great to be able to break it down by product
Thank you for the review! As always, reach out when we can help!
ChargeOver's best quality is their customer service and willingness to answer questions even when the answer is staring right out at you in their well organized help and support documentation. We use the software to auto bill our customers and to process one time credit card payments. All automation works wonderfully and once you have everything setup how you desire, there's very little to worry about aside from adding new accounts.
Really, our only complaint comes from the fact that we are a UX/UI design agency. We feel the user interface could be a little easier to use and more modern. Aside from that though, there's not too much to complain about.
Ease of use, customization
This product helps my accountant save so much time with not only emailing bills, but the automatically chasing down the client through reminder emails and letting the client process the credit card or ACH. One of the top things I have found is the responsiveness of Keith and his support staff. They are extremely attentive which is very rare with growing Saas companies.
Occasionally the custom reports they have made for us break with upgrades however once reported they are fixed quickly. I am just happy they have helped us create custom reports for our needs though!
We offer a subscription based point of sale retail software. Having to bill our customers monthly quickly became unmanageable. Collections was especially time consuming. We were using QuickBooks Online to manage this, and as part of a major update, they removed the ability to reattempt declined charges. At this point we simply had to make a change, and looked closely at many well-known systems, such as Chargify. One of the main advantages ChargeOver was able to offer us was more control over how products are being billed. We felt that other systems we had explored was limited in that aspect. Ever since we have signed up, the team at ChargeOver has quickly addressed any requests/concerns we sent them.
Easy to use
There are a couple of improvements with lead source management we have requested. But we realize that these are very specific to our model, and they are currently working on them. Any bugs we have found or improvements we recommend are handled very quickly.
We first decided to use ChargeOver because it fit our billing system. We've stuck with them for two reasons. Reason one: Their customer support is top notch. Whether by email, or phone call, I get a swift response, and typically a swift resolution. Reason two: ChargeOver works. We were looking for a payment and invoice system, as well as Customer Management. ChargeOver fit us, and we're very happy.
We're looking for Office 365 integration to better manage our customers.
I would recommend this program based on my experience so far with Chargeover
You can create custom reports and have them send it to you on a regular basis
Sometimes the information saved does not always translate to the software so mistakes have been made
I love using ChargeOver. It is simple, integrates with QuickBooks nicely, and provides my customers with a straightforward one-stop payment system. Customer support is resolved quickly and effectively, and I spend much less time each month chasing invoices. I try to tell other small business owners about ChargeOver as much as possible, and they've vastly simplified my bookkeeping/payment processing.
Simple. Easy to set up. Great customer service. Set-it-and-forget-it system for my clients.
ACH payments took a little while to get working properly.
Thanks for the awesome review Chris! We look forward to continuing to deliver great service to you!
I have been an accountant for over 10 years, and in my experience ChargeOver has surpassed all other systems I've used. Sure Quickbooks allows you to do many of the same features such as reporting, and recurring charges. But ChargeOver has all the features every accountant has fantasized about. In ChargeOver you set up your own recurring bill to your clients, then they will take care of the rest! It will invoice, send and process customers credit cards automatically when an invoice is generated. It will even do the collections for you when a customer becomes delinquent. All the while communicating all your transactions with quickbooks! One stop shop. Simple, easy, amazing.
Customer service is excellent and knowledgeable. They are prompt at answering any question you may have, never leaving you hanging for answers.
Info is only communicated from ChargeOver to Quickbooks, not the other way around. So any changes made in quickbooks will not show in ChargeOver. Sometimes I forget, and have to do any changes I make twice.
We went through 4 recurring billing services until eventually stumbling upon chargeover. It does the job and support is great, keep up the great work guys!
Does the core functionality really well
Reporting still needs to be manual, the API could be improved but the beta data-warehouse feature we're testing looks like it will solve all those problems
I had a company handle my sales for several years, then the company was acquired and I needed to take over quickly. A friend told me about ChargeOver and the flat fee based on customers, since I was a little wary of other software that charged a percentage of revenue. The migration team have all been super-responsive and helpful in getting my systems over to ChargeOver. I could not be more pleased, especially because it has a lot of great features I thought I would have to sacrifice because of the lower cost.
A lot of functionality and value for the cost; Data migration team has been wonderful; The cost is a flat fee instead of percent of revenue; integrates with many services; Interface is clean and intuitive
there are one or two things I would like to add, but have been assured that the dev team is notified and may offer fix in the future
Thanks Jonathan! Welcome aboard!
I've been using ChargeOver for about 9 month's. It has been the easiest to use that I have found. It is much easier to search for specific customers to see where they are at with their payments. I love the payment summary page which outlines the total opportunity. The recent History is awesome which tracks everything you have viewed recently. You can easily lookup invoices & Payments from the Home screen. Overall, my experience using ChargeOver has been awesome and I would recommend it to everyone looking for subscription and recurring billing.
Recurring billing and ease of use. Very intuitive. Recent History.
Search struggles at times pulling up the right customers by keyword. Not all the time but sometimes.
Thanks for the review Brady! We have some new new search updates coming down the pipeline.
Chargeover is very simple and easy to use. Without any experience, I was able to start using CO right away. Their support team is also very responsive. Questions are answered quickly. Highly recommended.
Chargeover has been so simple to use compared to other recurring billing systems we have used in the past. In addition their support is awesome and they are continually updating and improving.
Connection to QuickBooks Online
The Salesforce sync. Which I hear is just about ready to go both ways.
Thanks for the review Michael! More Salesforce goodness on the way!
Chargeover has worked great for us. We are a SAAS and using it for our AR. We are able to create both nonrecurring and recurring subscriptions and services and save them as templates. Love the services and for the money we get a lot.
Easy to use! Able to create recurring and nonrecurring billing which works great for our business model.
We found creating a connection to the API a bit more difficult than we anticipated.
Chargeover is modern platform that allows me to send automated billing and makes my business very efficient.
Support only during business hours
The reasons why they are great: very responsive, tons of features and very affordable. We run a small business but use a lot of processors to make life easy for our clients. ChargeOver integrates everything so seamlessly.
Thanks for the awesome review! We're always trying to up our game, let us know how we can make our service even better!