ChargeOver Reviews & Product Details

Our business uses ChargeOver for all of our subscriptions for all of our customers, and so far we've really enjoyed the online software.

PROS:

-Cloud-based, so easy access for anyone on our team to manage subscriptions

-You're able to change invoicing dates, change invoice amounts and add multiple payment methods. I've tried other Subscription services with other providers, and ChargeOver has been the best out of them

-You're able to send end out direct links for customers to change their payment methods, view invoices and make payments online

-There are a ton of useful reports that ChargeOver can export for you, from Customer Churn, to New Customers, to MRR

-ChargeOver talks to QuickBooks Online pretty easily, so CO creates all the invoices and records payments against those invoices, then sends all the info pretty immediately to QBO. It's pretty seamless and saves me a ton of time

- Review collected by and hosted on G2.com.

CONS:

-Maybe the process exists, but there's no direct link for Customers to create their own profile, setup their own payments or manage everything in a portal. For example, if I was selling my products online on my website, and a customer makes a payment towards that product, like a Subscription, it's not automated. We have to use Zapier to send all the information from PandaDoc Contracts to relay that info and create a Subscription for a Customer to semi-automate it. Creating a Subscription is pretty manual, and I wish it was a bit more automated to put that on the Customer.

-No Contracts portion to ChargeOver, at least to my knowledge. Because of this, we have to use another software like PandaDoc, to create a Contract with a Customer, then relay all of that information to ChargeOver. Review collected by and hosted on G2.com.

I really appreciate how easy it is to find anything that I am looking for within ChargeOver. I also appreciate how helpful and responsive their support team is. They do not keep you waiting for long and they are so thorough in the information they give you. Review collected by and hosted on G2.com.

The biggest issue we currently have is with refunds. They do not usually update automatically if something is refunded outside of us initiating the refund. They have been working on this area though, so I'm sure it will continue to improve over time. Review collected by and hosted on G2.com.

The process for adding new products is straight-forward and quick, and it is easy to bulk update product descriptions & prices when needed. Managing changes for subscriptions is also pretty simple, which I appreciate because it is the most frequent action I use in Chargeover. Their customer service team is also generally quick to respond. Review collected by and hosted on G2.com.

While I am mostly satisfied, there are three pain points I have. They don't cause significant issues, they just aren't ideal.

- Credits entered in Chargeover do not sync with Quickbooks (payments do, but not credits).

- Refunds can be issued based on percentage but not on a prorated date range.

- Automated late fees can only be added to the invoice that is overdue, rather than added as a line item to the following month's invoice Review collected by and hosted on G2.com.

I love that ChargeOver: (1) allows for one-time and subscription invoicing, (2) syncs with QuickBooks Online, (3) automates late notices to clients, and (4) makes it easy for our clients to update their own payment info. Review collected by and hosted on G2.com.

It's totally a "first-world problem," but I would love an integration with HubSpot Deals that allows me to automatically create one-time invoices for 50% of the total project value. Review collected by and hosted on G2.com.

The best part is that they can get payment without us having to hunt down overdue invoices. At first, I wasn't sure how much benefit I would actually get, but it has more than paid for itself. I like that it has a API and integrates with Zapier. Review collected by and hosted on G2.com.

It isn't the easiest to get started with, but the support staff is very helpful in getting us set up. I wish the software worked directly with eChecks and ACH gateways and not just the QBO integration. I wish the web-facing aspect was better and more of a shopping cart and less of just an internal product. Using for ecommerce is fine on single products, but we had to create workarounds for upsells and down sells. Review collected by and hosted on G2.com.

ChargeOver makes the user interface easy to understand and simple to navigate. The integrations with our merchant processor and financial software make it so easy to reconcile at the end of a month. The flexibility we have to modify subscriptions as up-sells and cross-sells occur makes our customers' lives better. The customer support from their product team has been exceptional as well. Their pricing structure is the most attractive on the market by not taking a part of our revenue streams and charging fairly only for the services they render. Review collected by and hosted on G2.com.

I honestly have not had a single negative experience using this platform. Review collected by and hosted on G2.com.

ChargeOver directly links with our accounting systems and payment processors. ChargeOver is SO MUCH faster than market alternatives. ChargerOver also has a ton of custom report functions. Review collected by and hosted on G2.com.

Very little to not like about ChargeOver. Their support team is always fast and responsive with any issues we have. We've sometimes had issues with data not immediately syncing into Xero, but those kinds of issues are rare and usually solved immediately. Review collected by and hosted on G2.com.

ChargeOver has an easy-to-navigate user interface and reporting functions. In addition, the ability to customize the reports and schedule email delivery is a benefit to month end reporting. Review collected by and hosted on G2.com.

Overall there is nothing that stands out as a negative in Chargeover. It would be great to have more flexibility to add remove invoices from manual payments but the ChargeOver support team has been very responsive in addressing any issues that have come up. Review collected by and hosted on G2.com.

ChargeOver helps our clients get a billing experience that is top-notch and allows for reporting to their stakeholders as well as our own in an easy, automated, and thoughtful system that integrated with our bookkeeping and our customer service priorities. Whether creating one-time invoices, recurring payments, or large projects broken into payment plans, ChargeOver is so easy to use. Review collected by and hosted on G2.com.

The software seems to be targeting SaaS businesses but it's use-case for our business (high-end creative services) is very, very good. I wish the software was a bit more opinionated around our use. Review collected by and hosted on G2.com.

Overall the changeover platform is a great alternative for all billing needs. It really helps businesses have subscription-based models in place. Chargeover is quite flexible in integration with other platforms like Salesforce etc. Review collected by and hosted on G2.com.

Changeover needs to work on the admin side of ChargeOver integration with CRM. It should give the ability to bulk sync records between both systems.

Also, it should show who made the last changes to the integration mapping for CRMS objects. Review collected by and hosted on G2.com.