About ChargeOver


ChargeOver is a cloud-based standalone billing and invoicing solution designed for businesses across all industries. The platform offers functionalities including standard or customized reporting, a self-service customer portal, billing or invoicing set-up options, as well as branding options for billing-related communications.

ChargeOver gives real-time visibility into business metrics such as open balances, lifetime values, churn, recurring revenue and customer averages. Additionally, the platform supports payment processors so customers can choose the one as per their needs.

ChargeOver is PCI compliant and integrates with QuickBooks and Xero accounting solutions. Price is per active customer per month. Users can personalize billing, invoice communications, and configure custom emails based on customers’ actions. The solution is suitable for companies that run a recurring billing or subscription-billing model for the businesses.

ChargeOver offers guidance and training materials in addition to a phone, Skype and email support.



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Supported Operating System(s):

Web browser (OS agnostic)

59 Reviews of ChargeOver

Average User Ratings

Overall

4.75 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(46)

4 stars

(11)

3 stars

(2)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

Showing 1-10 of 59 reviews

June 2015

Jehan from Noon Dalton

Company Size: 51-200 employees

Review Source: GetApp


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

June 2015

By far our best recurring billing option & amazing customer support

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.

Pros

1) Features
2) Price
3) Customization
4) Responsiveness of Customer Support
5) Ease of Use
6) Amazing ROI
7) Integration to QB, QBOnline and Xero

Cons

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

January 2017

Jehan from Noon Dalton

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

Super happy with ChargeOver

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.

Pros

Ease of use, price, and customer service

Cons

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

January 2017

Andrew from Rush Tech Support

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

The Software That Pays For Itself

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.

Pros

The automation and branded receipts.

Cons

Turning off a customer isn't the easiest thing, but it is minuscule.

September 2018

Amanda from CampBrain

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

4.0

September 2018

Couldn't be happier with my choice!

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!

Pros

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!

Cons

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?! :)

June 2018

Andrew from Rush Tech Support

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2018

Perfect Solution to Avoid Accounts Receivable

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

Pros

Automated email reminders and the ability for customers to change their own billing information is very helpful.

Cons

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.

Response from ChargeOver of

Replied June 2018

Thank you Andrew!

July 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2018

Huge relief to FINALLY fine automatic recurring billing that works

Saves us a huge amount of time chasing clients for payment and reduces non-payment or delinquent payment.

Pros

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).

Cons

Integration with QBO doesn't always work perfectly - particularly for sales tax, and credits back to client accounts.

January 2017

Buffy from Image Relay

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

As a developer I love ChargeOver

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.

January 2017

Rhonda from SteadyServ Technologies

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

January 2017

Great improvements

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!

Pros

Easy, support is great

Cons

no credit memos that sync to QB Online.

Response from ChargeOver of

Replied January 2017

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!!!

December 2018

Casey from Advanced Security Solutions

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

December 2018

Great Software, Easy to Use

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.

Pros

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.

Cons

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!

January 2017

Jonathan from Computer Rescue 911

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0