About ChargeOver

ChargeOver is an affordable and full-featured recurring billing and subscription billing management application. Because ChargeOver stores payment card data on the user's behalf, it relieves some of the burdens of PCI compliance. To use ChargeOver, connect it to a website or application to automatically capture new customer information or directly enter customer information.

Nearly every situation can be billed with ChargeOver -- including one-time charges. If users can build it, ChargeOver can bill for it! ChargeOver will automatically bill (and invoice) customers at the intervals requested. Receipts, which users can customize to their liking, can also be sent out from ChargeOver. In fact, every communication that ChargeOver sends to customers can be customized with full HTML.

If a customer's payment card is about to expire, ChargeOver can send an email to that customer and request that she updates her payment information. If a customer's credit card info doesn't work for any reason, ChargeOver can contact the customer and request new payment information. Customers can update their payment information from a branded payment portal.

Of course, ChargeOver supports a variety of different payment processors or payment gateways, so users can choose the one that is the best fit for their business. The app is also multi-currency aware in case users happen to do business overseas. And if users have customers who pay via ACH or PayPal, ChargeOver also supports these methods of payment.

Everything that ChargeOver does through its web interface can also be accomplished using its API. Devs are welcome to work with us to integrate ChargeOver functionality into their applications.

Pricing starting from:

N/A

  • Free Trial
  • Subscription

Key benefits of ChargeOver

  • Automatically invoices recurring and subscription customers.
  • Accepts payments in many forms (credit cards, ACH/echeck, & paper checks)
  • Allows customers to use the customer portal to check their invoice status 24/7.
  • ChargeOver has multiple options for developers looking for an integration, including REST API, web hooks, ChargeOver.is and usage URLs (for data capture).
  • Enables users to customize their email notifications to reflect their company's voice.

  • Devices

    Business size

    S M L

    Markets

    Canada, United Kingdom, United States

    Supported Languages

    English

    Pricing starting from:

    N/A

    • Free Trial
    • Subscription

    Images

    MRR
    Integration Pages
    Invoice List
    Dashboard View
    New Customer
    View 7 more
    ChargeOver video ChargeOver screenshot: MRR ChargeOver screenshot: Integration Pages ChargeOver screenshot: Invoice List ChargeOver screenshot: Dashboard View ChargeOver screenshot: New Customer ChargeOver screenshot:

    Features

    Total features of ChargeOver: 79

    • @mentions
    • ACH Payment Processing
    • API
    • Access Controls/Permissions
    • Accounting Integration
    • Alerts/Notifications
    • Billing & Invoicing
    • Billing Portal
    • Billing Rate Management
    • CRM
    • Cancellation Management
    • Client Management
    • Client Portal
    • Communication Management
    • Conditional Logic
    • Contact Database
    • Credit Card Processing
    • Customer Activity Tracking
    • Customer Profiles
    • Customizable Branding
    • Customizable Fields
    • Customizable Invoices
    • Customizable Reports
    • Dashboard
    • Data Import/Export
    • Data Migration
    • Data Visualization
    • Deferred Billing
    • Discount Management
    • Dunning Management
    • Electronic Payments
    • Email Alerts
    • Email Invitations & Reminders
    • Event Triggered Actions
    • Financial Analysis
    • Forecasting
    • Historical Trend Analysis
    • Hourly Billing
    • Invoice History
    • Invoice Management
    • Invoice Processing
    • Multi-Currency
    • Multi-Period Recurring Billing
    • Multiple Payment Options
    • Online Invoicing
    • Online Payments
    • PCI Compliance
    • Payment Processing
    • Price / Margin Management
    • Product Catalog
    • Product Data Management
    • Purchasing & Receiving
    • QuickBooks Integration
    • Real Time Analytics
    • Real Time Data
    • Receipt Management
    • Recurring Invoicing
    • Recurring Tasks
    • Recurring/Subscription Billing
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Revenue Management
    • Revenue Recognition
    • SSL Security
    • Sales Tax Management
    • Sales Trend Analysis
    • Scheduled / Automated Reports
    • Self Service Portal
    • Subscription Management
    • Subscription Plan Management
    • Summary Reports
    • Tagging
    • Task Management
    • Third Party Integrations
    • Trend Analysis
    • Two-Factor Authentication
    • Usage Tracking/Analytics
    • Visual Analytics

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    Reviews

    Overall rating

    4,8 /5
    (61)
    Value for Money
    4,8/5
    Features
    4,4/5
    Ease of Use
    4,7/5
    Customer Support
    4,8/5

    Already have ChargeOver?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 61
    Adrianne M.
    Overall rating
    • Industry: E-Learning
    • Company size: 11-50 Employees
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Top Notch Software with Customer Service to Match

    Reviewed on 2020/12/28

    Customer service is the clear star here. I met with the team to talk about our needs and they...

    Customer service is the clear star here. I met with the team to talk about our needs and they showed me how Charge Over could help. As I was setting it up for my team, I also had questions which they were super quick to answer via the Live Chat feature. My team is excited to have such a robust invoicing software at their fingertips.

    Pros

    The user experience is seamless. We work with families who have various struggles with dyslexia, adhd, etc. User experience is everything to us. We want payment processing to be easy to navigate and take care of. Charge Over checks all the boxes.
    On the backend, I love the metrics I have and flexibility in using the invoicing. I've tried many other payment processors and always had to create a work around. Charge Over has exactly what I need and then some. I love that I can charge a surcharge for credit card fees and run eCheck payments as well.

    Cons

    The only thing I'd say missing was video tutorials to show new users how to navigate and when to reach out and ask for help for customized options (which they do to my surprise and delight).

    Jehan N.
    Overall rating
    • Industry: Outsourcing/Offshoring
    • Company size: 51-200 Employees
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    By far our best recurring billing option & amazing customer support

    Reviewed on 2015/06/26

    My experience with ChargeOver and their customer support team has been a very surprising in a great...

    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

    Jake J.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    So far this has been a great service!

    Reviewed on 2017/01/09

    Chargeover has worked great for us. We are a SAAS and using it for our AR. We are able to create...

    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.

    Pros

    Easy to use! Able to create recurring and nonrecurring billing which works great for our business model.

    Cons

    We found creating a connection to the API a bit more difficult than we anticipated.

    Andrew L.
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Perfect Solution to Avoid Accounts Receivable

    Reviewed on 2018/06/09

    I don't have to have an employee dedicated to accounts receivable anymore. Customers can self serve...

    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

    Thank you Andrew!

    Verified Reviewer
    Overall rating
    • Company size: 11-50 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Huge relief to FINALLY fine automatic recurring billing that works

    Reviewed on 2018/07/18

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

    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.

    Showing 5 reviews of 61 Read all reviews

    ChargeOver FAQs

    Below are some frequently asked questions for ChargeOver.

    ChargeOver offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Available

    Contact ChargeOver for pricing information.

    We do not have any information about ChargeOver features

    ChargeOver has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    ChargeOver supports the following languages:

    English

    ChargeOver supports the following devices:

    ChargeOver integrates with the following applications:

    Authorize.Net, Avalara, BluePay, Braintree, Constant Contact, Forte Payment Systems, InterWeave Smart Payment Gateway, Mailchimp, Mailchimp Transactional Email, Mailgun, PayPal, QuickBooks Online Advanced, Quickbooks Online, Salesforce Sales Cloud, SendGrid, Stripe, Worldpay, Xero, Zapier

    ChargeOver offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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