Chargify has helped our support team be able to maintain transparency and integrity of our automation and billing process when its come into question. I cannot say enough wonderful things!

We use Chargify for all things billing like processing subscription charges. We've also been able to automate invoicing/statements, failed credit card payments, subscription state, customized billing, etc... and can we talk API? Their API was very easy to integrate with and use has shown to be very valuable when regarding disputes and verification of integrity of our customer accounts. We couldn't be any happier! Plus, their support team is and has ALWAYS been helpful when anyone from our team reaches out.

Customizing payment options and plans within one account for multiple different enterprises.

Our software is primarily a subscription based service with various enterprise clients that all have different needs for their representatives. This means we have to tailor the pricing models based on the services these clients are using. Chargify makes it easy to quickly ascertain our revenues and churn rates and also identify key areas of improvement. Chargify is a robust platform we have chosen to implement and will continue to support.

Due to the extensive features Chargify has, it can be quite daunting at first glance for someone not experienced with running different kinds of reports. However, once they get up and running, the process gets smoother, but it is an initially steep learning curve in my opinion.

I do enjoy how easy it is to raise credits/invoices & sync these transactions to Quick Books from SaaSOptics. It is also very easy to reverse revenue by raising the transaction from the contract. The main issues I have, however, with this software can be narrowed down to - Future invoices, Tax options & Client Billing (info) Profiles: 1. I keep a self-maintained spreadsheet with future invoice details due to the following: Future invoices are not always pulling when the date is current; they are not appearing in the order processing (ready to bill) list within SaaSOptics because the 'e-invoice queue' check mark is dropping off. To avoid errors, to ensure that the client receives their invoice when the date is current, I track this info on a spreadsheet outside of SaaS. 2. I keep a maintained spreadsheet with billing profile information for our clients due to the following: Inconsistencies on the billing profiles between SaaSOptics, Sales Force & Quickbooks. Billing information can not be trusted, ease of use could be improved to avoid syncing headaches. To avoid errors, to ensure that the client receives their invoice with correct billing info, I track this info on a spreadhsset, outside of Saas. 3. I keep a maintained spreadsheet with tax tables and user tax details due to the following: The inability to add multiple sales tax rates in SaaSOptics / Quickbooks. Ease of use could be improved by allowing multiple rates to be added into the system & allowing tax addresses to be saved in the system. I calculate tax outside of SaaS/QB, maintain this info for reporting purposes & manually enter tax details on the tax line in QB/SaaS. My other option would be to create line items for tax ( I have discussed this option with QB) but then it would pull into SaaSOptics as a product line (not tax) which would in turn throw the financial summary out of balance. Total invoice line items scheduled would increase by the tax amount which would not balance to the revenue. 4. I pull data & cross-compare SaaSOptics with Quickbooks to fix the tax errors due to the incorrect sales tax rate is generating on the invoice. If the sales tax is blank in Quick Books but is set to taxable in SaaSOptics, an "inactive" rate pulls onto the invoice which is not at the correct rate. At the same time, when I pull this info, I also cross-compare against my self maintained spreadsheet to correct errors on the billing profiles. Thank you for your time!

Financial Summary - Overview of account

Tax options

Very professional and responsive.

Ability to cope with complex billing scheduled and multiple price points. invoices look professional integration with xero and payment gateways sign up page capability responsive support

nothing really. what i need they are looking to provide shortly (ie multiple gateways in the one site)

I am so happy that a customer success team has been added. This has been so important as we build our dashboards and reports that we use on a weekly/monthly basis.

The implementation and training was good but there was a lot I didn't learn that I didn't realize until after implementation was complete. There are a lot of features but I often have trouble figuring out where to go or what reports I need.

There has been a LOT of ongoing frustration on as they slowly fix bugs. We signed up and used some very new features of Chargify that weren't ready for prime-time. They didn't tell us we'd be guinea pigs when signing us up for a service with a $$$$ premium price tag. Hopefully anyone that follows will benefit from our testing of the software. Obviously Chargify isn't doing sufficient testing internally. I regret choosing Chargify, but don't have the time to drop them yet.

Good fit for monthly SaaS, if not using the buggy relationship invoicing/customer hierarchies

Relationship invoicing and customer hierarchies have been continuously buggy. Basic features like partial refunds were missing at first, or partially functional. Support response is quick, but unhelpful. Escalation takes a while for a permanent fix. We're having to add a secondary system for managing our customer subscriptions to work around all of the errors in Chargify. We have ongoing retraining of our employees for bug work-arounds.

Credit card contract management/retention across three currencies. It has been a God-sent.

Daily update on the MRR in each currency is invaluable. I can quickly see how we performed that day. And tale corrective action or congratulate dependent on the country and numbers for that day. Includes; New Business, Expansion, Reactivation, Contraction and Churn.

I recied a separate e-mail for each currency. I would like to receive just one.

The sales process and the setup process were both so great. I felt very well taken care of by, especially by my on-boarding specialist, Kayla. She took me through a very stressful transition (let's be honest, money and technology can stress a person out) and made it smooth and easy. I'm very happy to be on track and using the system now. And I love it! I went with Chargify because it seemed like the only system that would allow me to both charge clients cards automatically, but also send invoices to those clients that need to pay by check, ACH or wire transfer. We have a lot of international clients, so this was imperative for us.

There are a few places that improvements could be made, but they are minor and the staff seem very open to hearing comments. I do wish we could go back and edit invoices that have already been created. But I understand the reasoning behind it. I would also like to see more advanced/flexible reporting.

For me, as a QA in company it's easy to use. Honestly, we didn't even once have problems with it. It just works.

I heard from those who configure it, it was not really easy to do it but if you did in once, that's done and you can forget about it.

Chargify serves as our billing software for our company. I love it! It gives us a handy, intuitive way to track payments for our customers, allowing us to better serve them overall.

Roll-over invoices for those who don't pay a previous month (whether on purpose or by accident) is REALLY helpful. It allows us to make sure we're not losing money from month to month, and helps to keep customers accountable to pay what they've agreed to pay. Along those lines, it's super beneficial to have a way to track (in as great a detail as desired) a person's billing history to be able to verify and better handle what can otherwise be frustrating conversations with customers.

Sometimes it can be confusing when adding in check payments to keep track of where they come from. Perhaps a helpful reminder when adding in a check payment saying something along the lines of, "Hey! Looks like you didn't write a note here -- you might want to, just for future reference."

Chargify as a software and service has provided us with a good experience.

The Customer Success team at Chargify is wonderful. You can go to them with any questions or concerns you have and if they don't know they answer, they will get one for you. They have made working with Chargify a joy and have helped us to adapt and alter the product to help it work best for us and our business needs.

There are parts of the software that are hard to figure out how to use without completing additional research. Chargify does have great Help articles, but it would be nice if the software was more user friendly so you don't have to refer to the Help items.

It's been reliable, easy to understand and easy to use. Exactly what you want in this type of product. Having to custom-write our own billing and payment system to automate everything would have been a mess and would have us running around trying to deal with edge cases that Chargify handles perfectly.

Using Chargify has saved us hundreds of hours of custom development, and half a dozen hours each month of maintenance and administrative effort. It let us accomplish nearly everything we wanted to do with our monthly based pricing model.

It would be nice to have features to send one-off charges to existing clients, where you don't want them to recur.

GAAP Compliant revenue recognition and Analytics necessary to support capital market inquiries.

Our external auditors were included in the evaluation and selection process for a GAAP compliant revenue recognition package. During the audit, I was able to use SaaSOptics to quickly and easily provide revenue recognition reports and deferred revenue calculations that were reviewed and approved by our auditors. With the help of the SaasOptics implementation team, we were able to import 5 years of detail invoicing activity from QuickBooks and build a supportable balance sheet and approved revenue history. The result was a successful audit followed by the ability to provide all of the revenue reporting and analytics that our investors requested in a timely manner. SaaSOptics gave me the ability to provide deep insights into our customers, revenue patterns and our business almost instantaneously because of the reporting and analytic tools that are an integral part of the package.

I would like to the month end financial accounting interface to be more automated. It is still a manual process to prepare the necessary reports and input the month end transactions into QuickBooks.

Solid and extensible, which is what we wanted, but plenty of room for improvement in admin, search, and reporting areas.

The platform is fully featured as far meeting as our needs for recurring annual billing for software licenses. It has a fast interface, the API is solid for website related coding, and the

The admin area is lacking in features. No real ability to generate custom reports, though they have some details reports but the drill down is limited. The search/filter capabilities are poor in most screens. They recently added a global search ability, which is handy for simple account related detail, but presents only a short list, and can only select one account each time, so no good for bulk searches. The main list screens for transactions and subscriptions is severely lacking in searchable parameters. For example, searching transactions exposes only date range and a type. No other transaction data is available to search against. This lack of back end admin features appears in other areas too, such as the web hooks panel.

The easiest billing software that I've come across. And I've encountered many.

Above all else, their instant online CHAT SUPPORT should be an industry standard. I have had some crazy, custom expert level scenarios with which I have tried to "stump the chump", and every time, they have not only helped me come up with a great solution, but walk me through how to implement it. Their support staff have real personalities, you can actually feel the ownership they have for the product when they assist you in the areas of the software that you need help with. They are fun, and professional at the same time. A client came to me with this already in place, and I'll recommend them to every client I have who needs this software, all day, every day.

Since there is a 100 character limit that I must fill, I'll just sit here and type whatever comes to mind. There isn't one con. Wait. Maybe one. Nope. Can't think of it.

Good to start with and probably sufficient for companies that do not require multiple currencies, country-specific taxes or payment gateways.

Satisfies general needs for a subscription management service, supports long list of payment gateways, plans are highly configurable

It’s impossible to handle multiple currencies, tax regions or payment gateways in a single Chargify site. This necessitates to create separate sites for all combinations of the aforementioned settings, which is a huge administrative and integration effort. In fact, we decided to abandon Chargify for our flagship product for this very reason.

Chargify is easy to use for the most part. Dashboard's great, especially revenue comparisons between this month and last month. Our customers do not have direct access to their Chargify account, so I like being able to share a link via email so they can update their billing information. The "transactions" tab provides a quick view of the latest transactions which comes in handy. It's easy to setup new products and coupons. "Site activity" provides a great view of payment success/failure as well as sign up failures, etc. Support has been responsive when I've needed assistance.

I would like to be able to cancel a handful of Sponsored User accounts but cannot do it without affecting the churn rate.

It's a good solution. I'd like the ability to pull full raw data from Chargify as well. I think being able to pull full raw data at the line level - all changes, etc. - can allow an organization to not just use Chargify reports and dashboards, but create their own based on their specific needs.

I like the ability to pull specific reporting like recurring revenue and sales data. The ability to see customer sales transactions and movement is great as well.

I'd like to see easier implementation with Salesforce. Now that Salesforce acquired Tableau, the reporting from Chargify can be used to pull into Salesforce for different reporting views that Chargify may not capture. Or, in some cases, Tableau is the norm for the company, not Chargify, so ease of use to share the data.

We've been with Chargify since the early days, and although they have raised their prices we are still very happy not only that we chose them to begin with, but that we are still happy with the service. If you want a solid payment processor that will meet all your business/corporate/legal needs, Chargify is the one-stop-package.

Meets all legal standards Hosts transactions Accepts payments outside US Handles Dunning Reliable Many useful features like step-tiered billing Helpful support

Cost has been raised several times since we started Rate limiting on API is pretty low Wish it had more hosted payment page/email templates/customizations Locked in once you choose them as your payment provider, no real migration path to other service.

We always struggled with the follow up on outstanding invoices. Using the Cadences has helped us bring old accounts up to date and chase our money! This has been an outstanding improvement to our overall business practices.

I like using transactions to drive invoice creation rather than relying on Quick Books memorized transaction lists to produce recurring charges. It's easier to make mid term changes and to track revenue growth as well as projecting future revenue based on transactions and auto-renewals.

A few of the newer features have some bugs, ie: Statements dont show CURRENT invoices, and they also dont reflect all payments made (it's a little glitchy). One of the biggest drawbacks is that the autopay feature is set at the CLIENT level. For monthly subscribers (on autopay) who purchase development time (which we give net 30 terms to), it's a headache to manage in order to ensure that they do not get charged when they dont' authorize it. Many of these customers would prefer to pay by check for the larger invoices and when they are autopay customers, we are constantly adjusting due dates to avoid an auto-charge. Changing this setting to a default client setting, with the option to turn it off on the invoice or even the contract level would be a FANTASTIC upgrade for us and I'm sure for many other users.

I have only been with the company using this software for 45 days. I have found it the system to be good for deferred revenue and detailing contracts for our company. I find it hard to change the invoice numbers to what we have invoiced through our accounting system. I also find it cumbersome to go to the search option or customer each time you want to find a "sub" customer. For instance, level one may be Mickey Mouse for a customer, then the name of the next level is Minnie Mouse. These two customers are one in the same and should flow up to Mickey Mouse. It may just be because I am a new user or our system was not set up to do it that way. I have found that I can change something on one customer but not another. I have not called customer support yet so I did not score that option.

We started with Chargify 5 years ago and it has managed our subscriptions very well.

The software fits the bill for what our business needs. Easy to use and navigate. Customer service is superior!

The only ad on I would like is to get notified when a customer updates their payment portal without having to call on my IT to create a webhook to do the job.

For the majority of the time we have used the software, we have not had too many issues. Customer Support has been excellent in helping out.

I love the clean and easy on the eyes layout. The statement download functionality is simple to use and is relatively easy for my clients to log into and pay their invoices.

I am not a fan of the filtered view as there is no way to save any views (unpaid, Past Due, etc.). I always have to rebuild the search every time.

We use Chargify for all of our billing processing. It covers the vast majority of our needs very ably. I am the primary user, but don't negotiate the contract, so I can't speak to value for the money.

Easy to use, new features make it more flexible for our business. Amazing support team and a product team that is interested in feedback and actually implements it!

There are some limitations in terms of how it can be used. Our pricing has become more flexible, which is a challenge with the need to pre-set product and discount types.

We do all of our invoicing through Chargify. It's easy to use software for billings with Credit Card or Invoice. Any other options are not available within Chargify.

- Easy to use - Easy to implement in your system - Not too expensive - Good value for money if you don't need additional features

- Invoices are too expensive. - Not possible to create "customized" pricing structure. - Only trial/active stages, no additional stages. - Limited in features - Should have more innovation