This section of our docs gives you an overview of some features we bring to the table. We have an ever growing roadmap of new features too! Have a feature that is important to your operations not listed here? Contact us and let our team know.
So you want to bill some customers? Let’s do it!
If you’re going to bill customers on a subscription/recurring basis (e.g. invoice them and/or charge a credit card each month), the first thing we have to do is set up a Service Plan. A Service Plan stores information about what you’re selling, and how much you charge your customers for it.
From the ChargeOver menu on the left side of your screen, choose this menu option:
Once you’re there, click the big blue “New Service Plan” button.
Creating a Service Plan is pretty quick and simple – you’ll choose a name for your plan, a short description, and choose how you want to price your plan.
For now, we’ll just do a simple, flat-rate plan – $25.00 per month.
Once you create your Service Plans, you can re-use them over and over again for each customer (and even customize the pricing on a per-customer basis too).
OK, we’re ready to sign up our customer! Click the orange “Sign up a new customer!” link at the bottom of the left menu.
Enter in your Customer information. You can enter in a name, e-mail address, and billing address, and company if applicable. ChargeOver also supports some more advanced stuff like “tagging” customers, storing additional contacts, customer identifiers for use in external integrations, and more… but we’ll keep it simple for now and cover those in a separate walk-through/tutorial.
On the final form, you’ll set up the Billing Package for your new customer. The Billing Package is a record of the subscription, and will be used to generate an Invoice every billing cycle (every month, or every year, or etc.).
ChargeOver will tell you the rate for each line item on the Billing Package, give you information about when the Billing Package was last invoiced, when it will be invoiced next, allow you to add notes to the Billing Package, and more. Additionally, if your business accepts credit cards, you’ll be able to set up this customer for automatic credit card billing – an invoice and payment receipt will automatically be e-mailed to your customer.
That's it! You’re finished! “Keith’s Company” will automatically be billed every month for their cell phone plan!
Drop us a line if you have a list of customers, contacts and/or payment methods that you would like to import to your ChargeOver account.