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ChargeOver Reviews

User Rating

4.8/5 (Based on 132 Ratings)

Rating Distribution

  • Excellent

    80.3%
  • Very Good

    17.4%
  • Average

    2.3%
  • Poor

    0%
  • Terrible

    0%

User Sentiments

Excellent Customer Support, Easy to Use Interface, Extensive Integrations, Automated Billing Features

Lack of Advanced Reporting Features, Occasional Software Bugs, Limited Customization Options, QuickBooks Sync Issues

Do You Use ChargeOver?

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Review Summary

ChargeOver is generally praised for its ease of use, intuitive interface, and robust features for managing recurring billing and subscriptions. Users appreciate the platform's seamless integration with accounting software like QuickBooks and Xero, saving time and reducing manual data entry. While some find the UI could benefit from a refresh and report formatting improvements, overall, users are satisfied with its functionality and value. The company's responsive customer support is consistently highlighted as a strength, with users consistently describing their experience as positive, especially during onboarding and troubleshooting issues.

Pros

  • ChargeOver is a flexible platform for all billing needs, helping businesses establish subscriptionbased models.
  • ChargeOver integrates seamlessly with other platforms like Salesforce, making it adaptable to various workflows.
  • ChargeOver simplifies all billing details (subscriptions, billing contacts, and invoices), enabling complex analytics in CRM systems.

Cons

  • ChargeOver's CRM integration needs improvement, lacking bulk sync capabilities and userspecific change tracking.
  • ChargeOver's interface could be modernized for a more intuitive user experience.
  • Occasional changes or updates are not clearly communicated beforehand, leading to potential disruptions.

AI-Generated from the text of User Reviews

Reviews
OJ

Omar J

June 14, 2024 Source: G2.com
"Saved so much time"
What do you like best about ChargeOver?

Absolutely amazing, I have completely fallen in love with ChargeOver. CO helps me integrate my 4 payment processor and makes account receivables a breeze. The folks at CO support are amazing, they get back to my every question (quickly too).

What do you dislike about ChargeOver?

Design could use a little work, but overall it is very cohesive.

What problems is ChargeOver solving and how is that benefiting you?

This saves so much time as we use 3-4 payment processors for different clients and CO makes it so easy to aggregate and handle.

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FC

Frank Mario C

December 18, 2023 Source: G2.com
"Effortless Billing"
What do you like best about ChargeOver?

Licensed ChargeOver several months ago for my financial/tax services firm. My time and effort on billing has dropped dramatically. Even more impressive is much faster client payments. Receivables aging dropped significantly with ChargeOver.

What do you dislike about ChargeOver?

In general, no specific dislikes. Issues that have been encountered then to be user errors resolved by Customer Service Support.

What problems is ChargeOver solving and how is that benefiting you?

Reduce billing time and AR turnover.

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LA

Lora A

November 16, 2023 Source: G2.com
"Chargeover Review"
What do you like best about ChargeOver?

Chargeover is easy to use and understand. Our Managers are able to complete what they need to in Chargeover without error.

What do you dislike about ChargeOver?

Creating custom reports internally. You must reach out to Chargoever for any reporting that is not available in their canned reporting list.

What problems is ChargeOver solving and how is that benefiting you?

Chargeover allows us to set up schedules for automatic payments based on customers' preferred dates. In the past, auto debit dates were tricky for us if a customer wanted a new debit date.

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CB

Chad B

October 11, 2023 Source: G2.com
"It does (almost) everything we want and we love it!"
What do you like best about ChargeOver?

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.

What do you dislike about ChargeOver?

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.

What problems is ChargeOver solving and how is that benefiting you?

ChargeOver provides automatic subscription billing, which is lacking in QuickBooks Online, and because it automatically syncs with QuickBooks Online, we don't have to manually create QBO invoices. It also automates most of our billing-related client communications (e.g., Oops! Your invoice is overdue," "Your credit card has expired," etc.).

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MD

Matt D

April 19, 2023 Source: G2.com
"ChargeOver is excellent. Best invoicing tool out there."
What do you like best about ChargeOver?

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.

What do you dislike about ChargeOver?

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.

What problems is ChargeOver solving and how is that benefiting you?

ChargeOver solves our invoicing creation, Dunning e-mail follow ups, and payment collection problems, as well as data synching and integration with our accounting system, Xero.

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BC

Bridgett C

April 14, 2023 Source: G2.com
"Excellent Customer Service"
What do you like best about ChargeOver?

Chargeover automated our entire billing system. It is super user friendly and makes billing easy.

What do you dislike about ChargeOver?

There is nothing about this product that I dislike.

What problems is ChargeOver solving and how is that benefiting you?

Previously we used Quickbooks and were unable to automate invoiving and applying payments. Chargeover has done that for us as well as given us much more functionality that we did not have before.

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JK

Jessica K

April 13, 2023 Source: G2.com
"They are easy to navigate and their support team is really responsive and helpful."
What do you like best about ChargeOver?

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.

What do you dislike about ChargeOver?

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.

What problems is ChargeOver solving and how is that benefiting you?

As stated before, they are working continuously to improve their trouble areas. Their biggest one currently is the refunds, but they are working on it. We have been able to standardize most of our invoicing and pull it out of Quickbooks into a much more user friendly version.

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KB

Kaleah B

April 12, 2023 Source: G2.com
"Works for us!"
What do you like best about ChargeOver?

The Customization options ensures it works for the unique requirements of our business.

What do you dislike about ChargeOver?

The back-end can feel clunky, and we have a hard time pulling the reports we want.

What problems is ChargeOver solving and how is that benefiting you?

billing our customers

Read more
AU

Anonymous User

April 12, 2023 Source: G2.com
"Flexible, secure, business friendly platform with great integration support"
What do you like best about ChargeOver?

The team listens to suggestions and is very proactive about them. I also like all the available options to set up multiple environments, including tests and simulated operations. From a developer and integrator POV, it is very feature-rich, flexible, and easy to implement.

What do you dislike about ChargeOver?

Some documentation may need minor polishing, especially when describing inputs and outputs. Fortunately, the API is intuitive enough that you can figure out your questions by running a few tests.

What problems is ChargeOver solving and how is that benefiting you?

It has a markup that better adjusts to our pricing strategy. It also has the flexibility to accommodate our pricing levels and allows us to incorporate features such as discount coupons for our customers

Read more
AR

Alyssa R

April 11, 2023 Source: G2.com
"Customizable & simply EXCELLENT"
What do you like best about ChargeOver?

It's customizable to your company's needs, user-friendly, and I've never had a glitch problem.

What do you dislike about ChargeOver?

I honestly can't think of any complaints about this software.

What problems is ChargeOver solving and how is that benefiting you?

It's all-in-one software; there is nothing you have to do manually. You can depend on the billing cycles to be accurate. There are many filters to sort out overdue customers, etc. I love the simplicity of adding late fees and changing an invoice.

Read more

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