ChargeOver Reviews & Insights

Score10 out of 10

7 Reviews and Ratings

Community insights

TrustRadius Insights for ChargeOver are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Convenient Integration: Many users have praised the software's seamless integration with other platforms. Several reviewers have stated that the product easily integrates with popular tools such as CRM systems, email marketing platforms, and project management software. The convenient integration has been described as a time-saver and has helped streamline workflows for numerous customers.

User-Friendly Interface: Numerous reviewers have commended the user-friendly interface of the software. Users have mentioned that the intuitive design makes it easy to navigate through different features and functionalities. The clear layout and well-organized menu structure have been highlighted by many customers who appreciate how quickly they can learn and utilize the software without extensive training.

Robust Reporting Capabilities: Several users have expressed satisfaction with the robust reporting capabilities offered by the software. Reviewers have mentioned that the reporting features provide in-depth insights into key metrics and performance indicators. This allows businesses to track progress, identify trends, and make data-driven decisions more effectively. The comprehensive reporting functionality has been lauded by multiple customers for its ability to analyze data from various sources in a consolidated manner.

Reviews

3 Reviews

ChargeOver excels in its support, flexibility, and ability to grow with us over the past 3 years

Rating: 10 out of 10

Incentivized

March 1, 2021

Use Cases and Deployment Scope

ChargeOver is fully responsible for the billing and accounts receivable processes in our entire organization. We use it to send and manage invoices for our recurring subscription software and one-off charges for products and services. ChargeOver handles recurring credit card and ACH payments, one-time payments, and follow-up for overdue invoices. We integrate it with QuickBooks Online which together form the basis for Ballparc's financial operating system.

Pros

Extremely flexible billing structures, documents, and emails.
Integration with many popular credit card and ACH gateways.
Quick and easy to integrate with our sales tax and accounting systems.
Cost-effective
Developer friendly

Cons

Would like the ability to manage allowed payment methods per customer.

Likelihood to Recommend

ChargeOver is one of those tools that once you implement it in your organization, you wonder how you ever managed your business without it. We implemented ChargeOver in September 2018 and have not questioned our decision even once. Their software exceptionally shines in flexibility, supporting a variety of different integrations and payment methods. It also supports flexible billing structures like parent/child customers which is critical for a B2B software company like ours. I think it would be a great fit for almost any subscription business.

Taylor Chapman

Founder and CEO in Corporate at Ballparc (1-10 employees)

Vetted Review

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I will only ever use ChargeOver.

Rating: 10 out of 10

Incentivized

June 26, 2018

Use Cases and Deployment Scope

We use ChargeOver to keep track of every one of our clients and customers. Everything billing related we do through ChargeOver when it comes to our customers. We keep track of their subscriptions, their invoices, their payment methods, their signup dates, any discounts or unique situations, and more.

Pros

It is VERY user-friendly. There are very few times I need to reach out to them for help, because it's easy to navigate and easy to figure out on my own. Everything is clear, clean, organized, and simple.
They have VERY friendly staff. The service is fantastic. I'm always answered within a reasonable time, and their answers are always open, honest, and helpful. They are always friendly.
It has a wonderful capacity to customize. If I need a specific report that isn't offered as a default report, it's incredibly easy to set up custom reports, have it send to my email upon certain events, and organize data in a way that I need for my company specifically.
Despite how simple it is, it's able to keep track of a large number of things. I can keep track of products, prices, descriptions, subscriptions, customers, contact information, payment information, integrations, reports, past due invoices, paused subscriptions, cancellations, inactive customers, and more.
It integrates with QuickBooks, which makes it easy for us to keep track of everything wherever we go.
They have automated emails! I cannot tell you how valuable this has been. ChargeOver will automatically send an email (that I can write) to a customer when payments go through, when an invoice is past due, when refunds are given, and more.

Cons

There have been occasional bugs and glitches. However their response when I report them is always quick, friendly, and prompt. I don't think I've had a glitch last longer than a day or two.
I wish there was a way to send automated calls or texts, instead of only having automated emails.

Likelihood to Recommend

It's good for anyone who has customers, in my opinion. Whether you keep track of subscriptions, or just have one-time only invoices, it's just a wonderful way to keep track of everything in an organized way.

Jessica Woodward

Director of Billing in Finance and Accounting at Rain Retail Software (11-50 employees)

Vetted Review

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Great For Recurring Billing and Accounts Receivable

Rating: 9 out of 10

Incentivized

June 11, 2018

Use Cases and Deployment Scope

It is used mainly on our web design and marketing section of the company to manage monthly renewals and customers with frequent invoices.

Pros

Keeping billing information on file for new invoices.
Professional looking templates.
Very impressive customer service. They have built out several features and reports specifically for my company.
Easy to track commissions

Cons

They need the site to be mobile friendly or to develop an app. If I don't use Chrome and remember to view as desktop site, it loses much of its functionality.

Likelihood to Recommend

Multiple invoices or recurring billing are perfect candidates.
Not really necessary for retail.

Andrew Lassise

Chief Dorkestrator in Corporate at Rush Tech Support (11-50 employees)

Vetted Review

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I will only ever use ChargeOver.

Rating: 10 out of 10

Incentivized

June 26, 2018

Use Cases and Deployment Scope

Pros

It is VERY user-friendly. There are very few times I need to reach out to them for help, because it's easy to navigate and easy to figure out on my own. Everything is clear, clean, organized, and simple.
They have VERY friendly staff. The service is fantastic. I'm always answered within a reasonable time, and their answers are always open, honest, and helpful. They are always friendly.
It has a wonderful capacity to customize. If I need a specific report that isn't offered as a default report, it's incredibly easy to set up custom reports, have it send to my email upon certain events, and organize data in a way that I need for my company specifically.
Despite how simple it is, it's able to keep track of a large number of things. I can keep track of products, prices, descriptions, subscriptions, customers, contact information, payment information, integrations, reports, past due invoices, paused subscriptions, cancellations, inactive customers, and more.
It integrates with QuickBooks, which makes it easy for us to keep track of everything wherever we go.
They have automated emails! I cannot tell you how valuable this has been. ChargeOver will automatically send an email (that I can write) to a customer when payments go through, when an invoice is past due, when refunds are given, and more.

Cons

There have been occasional bugs and glitches. However their response when I report them is always quick, friendly, and prompt. I don't think I've had a glitch last longer than a day or two.
I wish there was a way to send automated calls or texts, instead of only having automated emails.

Likelihood to Recommend

Jessica Woodward

Director of Billing in Finance and Accounting at Rain Retail Software (11-50 employees)

Vetted Review

View profile