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Getting Paid

How can I get paid?​

Before we go through the different payment options available in ChargeOver, it might be helpful to know that when a customer pays a one-time invoice, ChargeOver automatically saves the payment method information for future use. This stored payment information can be found under the payment methods tab under the customer in ChargeOver.

If a customer pays an invoice generated from a subscription, ChargeOver's default behavior is to not only save the payment method details in ChargeOver, but the software also automatically attaches the payment method to the subscription. When new invoices are created from that subscription, they are auto-paid using the connected payment method.

So, how can you get paid in ChargeOver? There are a few different options. You can use pay links in your email templates, auto-pay, payment schedules, dunning and reminders or hosted sign up pages.

This is one of the most common ways people usually receive their first payment from a customer. Our email templates like invoice due are programmed with a merge tag that pulls a secure and unique pay link for your customer's to pay their invoices through.

Most times, the invoice due email template is selected to automatically send out when the invoice is created and no successful payment has been made yet. To learn more, check out our documentation about the email personalization tab.

Auto-pay​

By default, your customers are always opted into auto pay when they make their first successful payment in ChargeOver.

If you want to set up auto-pay for the customer yourself, you can do that as well.

Manually set up auto-pay for a customer​

Manually setting up a customer to be on auto-pay allows for you to assign different payment methods to different subscriptions for a customer. It also allows you to take automatic payments for a subscription instead of charging the customer manually for any created invoices, or having to wait for your customer to use one of the pay links so that their payment method details can be saved.

This is how you would manually setup a customer to be on auto-pay in ChargeOver.

  1. Go to the customer and click their subscriptions tab
  2. Hover over the box on the right-hand side of your screen, where it says 'Payment Method'

  1. Click the Edit button that appears
  2. Select an existing payment method that should be used to pay the subscription or enter in a new payment method

  1. Save your changes

Now you have set up the customer's subscription to auto-pay! If you ever want to take a subscription off of auto-pay, you can follow the steps here to switch the payment method to invoice only.

Payment schedules​

Using the payment schedules settings, you can configure the default behavior for collecting payments automatically when an invoice is sent for a subscription.

If you want to learn more about payment schedules you can go here.

Dunning and reminders​

Dunning is an automated process that is usually used for follow-ups for late, overdue, or declined payments. If you want to avoid the headache of manually keeping track of who hasn't paid you yet and having to follow up with those customers to ask for payment, you should use dunning and reminders. With dunning and reminders in ChargeOver, we give you more ways to customize and set up your dunning groups. For example, if you wanted an email to be sent to the customer when the invoice is created and then send a follow up email asking for payment once the invoice became overdue, you could do so.

You can check out our help video for more information about dunning and reminders here.

Hosted sign up pages​

ChargeOver provides hosted sign up pages or checkout forms for each of your plans and products. Your customer's can use the pages to pay their invoices and from there, ChargeOver will save the customer's payment method as soon as there is a successful transaction.

For more information on hosted sign up pages, you can click here.

Adding a payment processor​

You will need to be connected to a payment processor to take payments in ChargeOver from your customers. When your customers make payments through ChargeOver, the money then goes to the payment processor. From there, the payment processor decides whether or not to decline the payment or approve it.

You can follow the general steps below on how you can connect your payment processor account to ChargeOver.

  1. Go to your Settings, then the Payment Processing tab
  2. Click Add or configure payment method or merchant account
  3. Search for your processor you want to connect to and connect to them
info

See our list of all of our supported payment processors here.

  1. To make a payment method available to use, you have to check the checkboxes by each one and select currencies as well, if you process more than one currency
  2. Select from the drop down under 'available for customer checkout?' to either yes or no
  • Yes, allows customers to use the payment method upon checkout
  • No, allows you to submit payments for your customers using the payment method, but not your customers
  1. Save your changes

Multi-currency​

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​

  1. Go to your Settings
  2. Choose the Invoicing tab
  3. Scroll down and type in which currency you wish to collect payments from. You can change the default currency you want your new customers to have at any time. In ChargeOver, you can find it under the dropdown called Home currency

If you don’t see the currency you are looking for, contact us.

For more information on the specifics of how payments work in ChargeOver, you can go here.