Most payments made by ChargeOver will probably be auto-pay - ChargeOver will automatically take the subscription payment when payment is due.
There are sometimes exceptions though! Read-on to learn about manual payments, voids, and more.
Enter a Payment Manually
- Click on
Make a Payment
This will prompt you to select one of your existing customers.
Once you have selected a customer and clicked "continue," you will be brought to the "Make Payment" page, where you can do one of the following
- Indicate Payment Source - to collect funds from a customer credit card or bank account.
- Specify Amount - to be paid towards the invoice's balance.
- Select Applied Invoices - to pay the entered amount to one or more invoices at once. If no invoices exist for this customer, then the payment amount will be retained as a credit for future invoices.
- Add a Note - for any auditing requirements
- Tags - for any reporting purposes
Use Invoice Actions
- Directly go to the invoice you want to make a payment for
- Click "Enter Payment" under Invoice Actions
Enable Support for Offline Payments
ChargeOver can record and accept paper check and other types of offline payments, in addition to online credit cards, prepaid credit cards and ACH payments.
These options are available for scenarios where you're collecting payment outside of ChargeOver but still need to record the payment.
Manual or offline payments still mark invoices as paid or reduce invoice balances in ChargeOver, and still sync to accounting platforms like QuickBooks and Xero as well.
Enable Support for Offline Payment Methods
- Go to your Settings (gear icon) and select
Payment Processingfrom the left side menu
- Then select
Add or Configure a Payment Method or Merchant Account
- Search "Offline" and choose the offline payment method that's applicable (ex. Manual Check)
Once offline payments are enabled, you can use the normal
Different Payment Options for Admin Workers vs. Customers
There may be some scenarios where you want to accept a payment method (e.g. Visa, Mastercard, ACH/eCheck, PayPal, etc.), but not show this method to customers or allow customers to make payment through that specific pay method without your intervention.
For example, you may accept American Express payments, but only want to accept those American Express payments if the customer talks to you first or if they call the payment in.
Customer Checkout Options
- Any payment method you set up in ChargeOver by going to Settings then
Payment Processing, is immediately available to you and your staff.
- To make a payment method available to customers, you must choose the payment method you want to edit
- Then select the drop down under Gateway Settings as either Yes or No
- YES Allows customer check-out using this payment method
- No Allows you to submit payment using the payment method but your customers will not
Void a Payment
Even if a payment is cancelled or voided outside of ChargeOver (for example, if a customer cancels a paper check), you can mark it voided in your account to keep your records accurate.
If the payment was made through credit card or ACH, you WILL need to make sure to void/cancel it with your credit card/ACH processor.
Marking a payment void in ChargeOver will NOT void it with your processor automatically.
If you have ChargeOver connected to a payment gateway and would like to refund and or void a payment, you can view our refunds help article on how to do so.
- Find the payment you want to void from your Payments list
- Find the three vertical dots in the payment header
- Click the
You should now see that the transaction has been marked void in ChargeOver on the View Payment page as well as in the "Status" column in your list of payments.
Unvoid a Payment
- Make sure that your setting in Invoicing "Can voided payments be unvoided" is set to Yes
- Go to the payment you would like to unvoid
- Select the three vertical dots and click
Stop a Payment That Was Just Created
Unfortunately, ChargeOver cannot stop a payment after it has been created. However, we do have some options for you that you could do instead.
- Reach out to your payment processor to try and stop the payment. If they're successful with stopping the payment, you can mark the payment as void in ChargeOver
- Wait 24-48 hours for the transaction to settle and initiate a refund in ChargeOver
ChargeOver supports a wide variety of currencies. Multiple currencies can be used at once, within the same ChargeOver account, as well. Different payment gateways can be assigned to different currencies as well.
Add Multiple Currencies
- Go to your Settings
- Choose the Invoicing tab
- Scroll down and type in which currency you wish to collect payments from. You can change the default currency at any time
If you don’t see the currency you are looking for, contact us.
What are payment terms like Net 30, Net 60 and Due on Receipt?
Payment terms are a way to indicate to a customer how quickly you expect them to pay your invoices in full.
For example, Net 30 payment terms means you expect them to pay the full amount within 30 days of the invoice date.
The net terms drive the due-date of the invoice. If an invoice is Net 30, then the due date is calculated as (the invoice date + 30 days).
Once the due date is reached, the invoice is overdue.
Many subscription-based businesses will not use Net terms at all, their invoices may always be due immediately.
The standard payment terms ChargeOver supports are Net 15, Net 30 and Due on Receipt, which means the invoice will be due immediately.
If you need other payment terms added, please contact us.