ChargeOver offers small business owners a solution to spending too much time trying to collect on unpaid bills each month, preventing them from focusing on the products and services their customers have signed up to receive. ChargeOver is looking to eliminate this problem by developing an innovative approach to the way small to mid-size businesses deal with recurring billing and invoicing.
This recurring billing software can be used effectively by small to medium-sized businesses by utilizing the platform’s flexibility, customization features and PCI compliance. ChargeOver’s embeddable customer portal can be used by businesses to allow customers to log-in and pay bills by credit card online.Read the full GetApp Analysis
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Pricing is based on how many customers you currently have signed up for a subscription billing or recurring revenue plan.
0 - 50 customers, $65/month
51 - 150 customers, $115/month
151 - 500 customers, $229/month
501 - 2500 customers, $549/month
Enterprise quotes available
What you see here are the costs of using ChargeOver. There are no contracts, set-up fees, or any other fees.Trials are fully-functional and do not require a credit card.
ChargeOver is an invoicing tool that helps businesses overcome some of the biggest “pain points” associated with billing clients on a recurring basis. Rather than mailing out paper invoices and waiting weeks, or even months, for checks to be sent in, businesses that use ChargeOver can generate digital invoices and charge their customers’ credit cards automatically using existing merchant accounts.
Developed with flexibility and customization in mind, ChargeOver allows businesses to create their own branded email templates for sending invoices, late-payment reminders, and confirming payments. Even the customer portals that companies embed on their own websites can be customized, making it easy for customers to log-in and pay their monthly bills online in a frictionless way.
Automation is a key feature for ChargeOver. The web application makes it possible for its users to automate virtually every aspect of the billing and collections process, from generating invoices (automatically), to charging credit cards (automatically), and even sending email reminders (automatically) when bills are past due.
ChargeOver has taken a process that used to be considered painful, and turned it into a seamless event. Onboard customers, setting up new payment plans, and collecting on overdue charges is all done from inside the company’s web-based platform. Even better, ChargeOver’s “subscription intelligence” tools allow business owners to easily find the last invoice date, next invoice date, or lifetime value of any customer at a moment’s notice. Not only can billing can be done automatically, but ChargeOver will re-try failed charges when credit cards are declined
The system sends payment confirmation messages to customers when their credit cards have been processed, eliminating yet another time consuming step in the billing cycle for business owners. Events-driven webhooks notify listener URLs automatically when certain actions—like subscription cancellations or invoices that remain unpaid for more than 30 days—take place within a company’s ChargeOver account.
Personal ChargeOver dashboard
From your personal ChargeOver dashboard, you can see an overview of the total amounts you’ve invoiced for and collected on in the past month, along with the number of new customers you’ve added. Check out the custom graph to see how your income has risen and fallen over any given period of time.
Sign up new subscribers
Each time a new subscriber joins your company, you’ll need to sign that customer up on ChangeOver. Enter basic details like the customer’s name and address, along with any relevant tags (like VIP) and billing information.
Create invoices for any customer
At the end of the next billing cycle, create an invoice for any customers you have added. ChargeOver immediately generates invoices whenever you add a new billing package for a customer. Or, you also have the option to start invoicing on a specific date. Enter the service plan or item you’re billing for, along with a description of the charge, the rate, and the quantity. Once you are done with that step, you can add tags to make sorting invoices easier.
ChargeOver offers three popular ways for businesses to integrate their systems: Rest APIs, webhooks, and usage URLs. The system works together with other popular business tools, including accounting services and email management platforms, as well as the ability to sync with popular tools like QuickBooks.
ChargeOver offers a free trial, with no credit card required. Monthly subscription plans start at $65 per month.
Danielle Sargent, Accountant
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.
Pros: Customer service is excellent and knowledgeable. They are prompt at answering any question you may have, never leaving you hanging for answers.
Cons: 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.
Ease of use
Value for money
Jeff Gladnick, President at GreatDentalWebsites.com
We've gone through 4 different billing platforms previously, and although things got better, none were able to REALLY meet our needs - until we found chargeover. We're a specialist agency with recurring billing, and chargeover was perfect. It fit our billing model, and didn't require us to do weird things like sell "500 units at $1 each" instead of $500 like one vendor wanted. The Xero Integration is a dream come true for financial projects and reporting, and the support from Chargeover is great. We can just call and speak to someone and they'll help us. Especially in light of the hatred directed by our staff at the previous billing platform, chargeover is a dream come true. Everyone loves it. Plus the company is young (but has enough clients to be stable to make not nervous) and nimble, and they are constantly improving the software, several times at our request to accommodate a few minor tweaks we wanted. If you're an agency or you need recurring billing, you should add chargeover to your list of platforms to checkout.
Pros: Flat fee Customization on recurring services for clients Met our billing model Customer support is fantastic
Cons: Xero integration is a bit manual, although it works _great_ once it's setup.
Ease of use
Value for money
Jehan Noon, Founding Partner at Noon Dalton
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
Ease of use
Value for money
Senior Analyst (Oil & Energy company, 11-50 employees)
The app was simple to start using and I was able to jump right in.
Pros: Easy to use and integrate; great pricing
Ease of use
Value for money
Milo LeBaron, Owner: Rain Retail
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.
Pros: Easy to use Flexible Collections management Great support Low cost
Cons: 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.
Max Sorto, ChapterSpot
ChargeOver allowed our business to automate multiple manual billing processes and enabled us to bill and automatically charge our customers for App subscriptions on a recurring annual/monthly basis.
Pros: -Compatible with a wide selection of payment gateways. -Well documented API. -Simple and intuitive interface. -Fast and friendly customer support. -The team builds custom reports depending on your needs.
Cons: -Not much flexibility to modify invoices
Ease of use
Value for money
Below are some frequently asked questions for ChargeOver.
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