ChargeOver Features

ChargeOver

Subscription Billing for SMBs

4.75/5 (63 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
Billing & Invoicing
Billing Portal
Billing Rate Management
CRM
Cancellation Management
Client Portal
Compliance Management
Contact Database
Credit Card Processing
Customer Accounts
Customer Database
Customer Profiles
Customizable Branding
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Data Visualization
Deferred Billing
Discount Management
Dunning Management
Electronic Payments
Email Reminders
Email Templates
Enrollments/Onboarding
Financial Analysis
Forecasting
Hourly Billing
Invoice History
Invoice Management
Invoice Processing
Mobile Payments
Multi-Currency
Multi-Period Recurring Billing
Multiple Payment Options
Online Invoicing
Online Payments
PCI Compliance
Payment Processing
Product Catalog
Purchasing & Receiving
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Reporting
Receipt Management
Recurring Invoicing
Recurring/Subscription Billing
Refund Management
Reminders
Reporting & Statistics
Revenue Management
Revenue Recognition
Sales Tax Management
Search/Filter
Self Service Portal
Subscription Management
Subscription Plan Management
Summary Reports
Tax Management
Third Party Integrations
Transaction History
Usage Tracking/Analytics
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ACH Payment Processing
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
Billing & Invoicing
Billing Portal
Billing Rate Management
CRM
Cancellation Management
Client Portal
Compliance Management
Contact Database
Credit Card Processing
Customer Accounts
Customer Database
Customer Profiles
Customizable Branding
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Data Visualization
Deferred Billing
Discount Management
Dunning Management
Electronic Payments
Email Reminders
Email Templates
Enrollments/Onboarding
Financial Analysis
Forecasting
Hourly Billing
Invoice History
Invoice Management
Invoice Processing
Mobile Payments
Multi-Currency
Multi-Period Recurring Billing
Multiple Payment Options
Online Invoicing
Online Payments
PCI Compliance
Payment Processing
Product Catalog
Purchasing & Receiving
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Reporting
Receipt Management
Recurring Invoicing
Recurring/Subscription Billing
Refund Management
Reminders
Reporting & Statistics
Revenue Management
Revenue Recognition
Sales Tax Management
Search/Filter
Self Service Portal
Subscription Management
Subscription Plan Management
Summary Reports
Tax Management
Third Party Integrations
Transaction History
Usage Tracking/Analytics
Visit WebsiteCompare App
ACH Payment Processing
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
Billing & Invoicing
Billing Portal
Billing Rate Management
CRM
Cancellation Management
Client Portal
Compliance Management
Contact Database
Credit Card Processing
Customer Accounts
Customer Database
Customer Profiles
Customizable Branding
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Data Visualization
Deferred Billing
Discount Management
Dunning Management
Electronic Payments
Email Reminders
Email Templates
Enrollments/Onboarding
Financial Analysis
Forecasting
Hourly Billing
Invoice History
Invoice Management
Invoice Processing
Mobile Payments
Multi-Currency
Multi-Period Recurring Billing
Multiple Payment Options
Online Invoicing
Online Payments
PCI Compliance
Payment Processing
Product Catalog
Purchasing & Receiving
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Reporting
Receipt Management
Recurring Invoicing
Recurring/Subscription Billing
Refund Management
Reminders
Reporting & Statistics
Revenue Management
Revenue Recognition
Sales Tax Management
Search/Filter
Self Service Portal
Subscription Management
Subscription Plan Management
Summary Reports
Tax Management
Third Party Integrations
Transaction History
Usage Tracking/Analytics
Visit WebsiteCompare App

ChargeOver Feature Reviews

25 reviewers had the following to say about ChargeOver's features:

Max S.

Verified Reviewer

Allowed us to automate charging of annual subscriptions.

2015-06-11

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.

Cons

-Not much flexibility to modify invoices

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
Read more
Sarah S.

ChargeOver

2019-06-17

My company was looking for a tool that had the ability to automatically charge our customers, but also be able to automatically adjust the invoices based on member count status.

Pros

Also, ChargeOver's API can be used for integration with what seems to be any product under the sun.

Cons

I have nothing negative to report about this software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from ChargeOver


Thank you Sarah! We're happy to have you and the SalesFuel team on board!

Read more
Josh S.

Amazing Customer Support

2017-01-17

We first decided to use ChargeOver because it fit our billing system.

Pros

Customer Management

Cons

We're looking for Office 365 integration to better manage our customers.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering ChargeOver

Keep being awesome! I'm very impressed by your staff, and support.

Source: Capterra
Helpful?   Yes   No
Read more
Jeff G.

We struggled with recurring billing until we found chargeover

2017-01-09

We went through 4 recurring billing services until eventually stumbling upon chargeover.

Pros

Does the core functionality really well

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 11-50 employees)

Huge relief to FINALLY fine automatic recurring billing that works

2018-07-18

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Amanda P.

Couldn't be happier with my choice!

2018-09-19

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.

Pros

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!

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!

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jehan N.

Saves us TONS of time and money

2016-04-25

Pros

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.

Cons

Occasionally the custom reports they have made for us break with upgrades however once reported they are fixed quickly.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering ChargeOver

This was the only solution that did everything and allowed us to 1) Use our own payment processor 2) connect with both desktop and quickbooks online 3) manage our recurring charges in a very efficient way. The ROI of this product blows their competition out of the water.

Source: Software Advice
Helpful?   Yes   No
Read more
Buffy M.

As a developer I love ChargeOver

2017-01-09

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Melissa F.

Good Service!

2017-01-09

The layout is clean and user-friendly and I love how easy it is to pick up.

Pros

Missed payments notifications, ease of invoices, responsiveness of support questions

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Milo L.

Verified Reviewer

Changed our business

2015-06-17

Having to bill our customers monthly quickly became unmanageable.

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.

Rating breakdown

Value for money
Ease of use

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Chris B.

Very simple, very effective subscription management system

2016-11-16

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.

Pros

Simple. Easy to set up.

Cons

ACH payments took a little while to get working properly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from ChargeOver


Thanks for the awesome review Chris! We look forward to continuing to deliver great service to you!

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Anonymous
(Information Technology and Services company, 11-50 employees)

Great Value

2021-10-08

Pros

The automated invoicing is critical to our business, and works perfectly each month.

Cons

The dashboard UI is a little dated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan H.

Makes My Job a Lot Easier!

2017-01-09

ChargeOver makes the invoicing process basically automated, although I still do a quick monthly audit before sending out.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Casey B.

Great Software, Easy to Use

2018-12-05

Overall, ChargeOver has helped simplify our auto-billing process.

Pros

It has everything we want in an auto-billing software and the customer support is outstanding.

Cons

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff G.

Verified Reviewer

After 8 years with 4 different billing systems, we found a home on chargeover

2015-07-01

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.

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.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Brady J.

Brady's ChargeOver Review

2017-01-23

You can easily lookup invoices & Payments from the Home screen.

Pros

Recurring billing and ease of use.

Cons

Not all the time but sometimes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from ChargeOver


Thanks for the review Brady! We have some new new search updates coming down the pipeline.

Read more
Jehan N.

Verified Reviewer

By far our best recurring billing option & amazing customer support

2015-06-26

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.

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).

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
markysa o.

This is it

2017-01-09

We've tried about 4 different invoice systems before this one, and with Chargeover we have a winner.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Danielle S.

Verified Reviewer

One stop shop. An Accountants dream... it really is!

2015-07-08

It will invoice, send and process customers credit cards automatically when an invoice is generated.

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.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
Read more
Clinton B.

Pretty Good Billing Service

2018-10-03

I would recommend this program based on my experience so far with Chargeover

Pros

You can create custom reports and have them send it to you on a regular basis

Cons

Sometimes the information saved does not always translate to the software so mistakes have been made

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Paul E.

Does exactly what I need

2017-01-17

Really, our only complaint comes from the fact that we are a UX/UI design agency.

Pros

Support, reliability

Cons

Ease of use, customization

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Sean S.

Fairly easy to use

2021-10-12

Pros

Was able to dive right into it without much much training.

Cons

Multi-currency feels weird and could be presented better?

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin H.

Great Product and Amazing Customer Service

2019-03-01

There were countless hours spent invoicing in the past, now it's just done automatically!

Pros

It is very affordable and saves so much time. I wanted it to work with Quickbooks Online and it has been seamless.

Cons

The only thing I could possibly say bad about ChargeOver is the user interface could use an appearance update.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tony V.

Some limitations

2017-01-09

However, the functionality seems a bit lackluster in the following areas: 1. Invoice options.

Pros

Support, easy to setup

Cons

Lack of features/options

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Kristi L.

Broadwater Academy

2017-01-17

Our main issues with the system is that it will not automatically deduct one time invoices charges and we do not have the option of payments being due on the first of every month.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more