ChargeOver Reviews

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

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

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.

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).

Assigning software features is the most important part in this tool

It’s not that easy to use. Should be enhanced more.

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

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

ChargeOver easily integrated with and imported my customer list from Quickbooks Online. It has the ability to send one-time invoices AND set up subscriptions, which is an excellent feature combo for a boutique company. I like the ability to set up a client with one-time invoices as well as subscriptions. Also, the ability to invoice for partial payments on a schedule is great. The integration with Quickbooks is also great - it's much easier to use ChargeOver for invoicing tasks, and it's awesome that it will keep QBO automatically updated.

The UI of some processes isn't completely intuitive. For example- when setting up a new invoice, it's unclear whether you should be sending a welcome email OR sending an invoice (or both) in the "billing schedule" popup window.

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

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.

Thank you Andrew!

We needed a product to automate our billing for our Access Control department. After struggling with Quickbooks for years I stumbled onto ChargeOver and my experience was nothing but awesome from the start. The sales team was amazing. Implementation and customization was easy, and the platform has worked seamlessly since we started with it in March.

This software has worked great for us. I don't have anything to add.

Easy to use Flexible Collections management Great support Low cost

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.

Integrates with Quickbooks, Authorize.net, PayPal, and Slack at an affordable price.

The User Interface isn't strong. Lacks the ability to edit PDF receipts and invoices. Reporting could have better filters.

A lot of functionality and value for the cost; Data migration team has been wonderful; The cost is a flat fee instead of percent of revenue; integrates with many services; Interface is clean and intuitive

there are one or two things I would like to add, but have been assured that the dev team is notified and may offer fix in the future

Thanks Jonathan! Welcome aboard!

Ease of use, price, and customer service

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

The automation and branded receipts.

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

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!

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?! :)

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).

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

No pros were added to this review

No cons were added to this review

Ease of use; Modern look; Functionality; QuickBooks integration; Customer support

On the Dashboard, the Income by Month bar graph, I wish there was a way to see more than just this month and last month. Also, it would be great to be able to break it down by product

Thank you for the review! As always, reach out when we can help!

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.

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!

Support, reliability

Ease of use, customization

Easy, support is great

no credit memos that sync to QB Online.

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!!!

Easy for both us and the clients to use. Their support is very responsive, helpful, and knowledgeable.

It interfaces with QuickBooks on the back end and while it accurately tracks credits/refunds it is usually necessary to edit the QuickBooks automated credit/refund entry from ChargeOver.

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

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

Customer Management

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

Simple. Easy to set up. Great customer service. Set-it-and-forget-it system for my clients.

ACH payments took a little while to get working properly.

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

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. One of the top things I have found is the responsiveness of Keith and his support staff. They are extremely attentive which is very rare with growing Saas companies.

Occasionally the custom reports they have made for us break with upgrades however once reported they are fixed quickly. I am just happy they have helped us create custom reports for our needs though!

Invoices being send automatically to our clients. That is awesome and timesaving. Also, your technical support team is great and even though they don't always have the solution to our issues (eg. Batching) they reply in a very timely manner.

All payments batch in QB and I have to manually fix it every single day.