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Customers

Ready to learn all about how you can create and edit customers in ChargeOver? Here is everything you need to get started.

Create New Customer​

  1. Click the Your Customers menu option on the left

  1. Click the New Customer button

  1. From there, you'll be able to fill out the customer form, setting the billing address & any main contact information.

  2. Once you're finished, remember to hit Create Customer

Delete a Customer​

You can only delete a customer in ChargeOver if the customer has no active subscriptions or no open invoices.

If you have any open invoices (Unpaid, Overdue, etcc...) or any active subscriptions, then the delete option will not be available.

Once you've cleared up any open invoices or active subscriptions, the delete customer option will be available.

Steps​

  1. Find the customer in ChargeOver
  2. Select the three vertical dots in the top right to get a drop down option
note

If you see the delete button is faded/unclickable, check to make sure you have cancelled the subscriptions for the customer and there are no open invoices.

  1. Select Delete Customer

Once you've deleted the customer, you will no longer be able to view the customer's profile. Their invoices and payments will remain and your reporting will still reflect when the customer was active.

note

If you've deleted a customer by accident, you will need to re-create the customer.

Inactive Customers​

You can only mark a customer as inactive in ChargeOver if the customer has no active subscriptions, no open quotes, and no child customers.

If you have any active subscriptions, open quotes, or child customers, then this option will not be available.

Steps​

  1. Find the customer in ChargeOver
  2. Next to all the tabs, you will see three vertical dots in the top right
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If the delete button is faded/unclickable, check to make sure the customer has no active subscriptions, open quotes, or children.

  1. Select Mark Inactive

Once you've marked the customer as inactive, you will no longer be able to create new invoices, quotes, or subscriptions until they are made active again.

Existing invoices, subscriptions, quotes, payments, etc. will remain visible and your reporting will reflect these already-existing records.

Blocked Customers​

If you mark a customer as blocked, you won't be able to take any payments, or create any new subscriptions, invoices, or quotes for that customer.

note

If you'd like to use the blocked customers feature, please contact ChargeOver support for assistance.

You can make a blocked customer active again by choosing Make Active from the ... menu.

Merge Customers​

You've run into a scenario where you have two customers that need to be combined into one. You need everything (all the invoices, payment history, subscription, etc) ... moved over from one customer to another.

Thankfully, we have a simple tool that lets you merge two customers together in just a few clicks!

How Merging Works​

The best way to imagine how merging works is Customer A merges into Customer B. All of the data from Customer A is moved to Customer B. Customer A is deleted and Customer B remains!

What Gets Moved?​

  • All invoices (including voided invoices)
  • All quotes (including lost quotes)
  • All subscriptions (includes cancelled and suspended subscriptions)
  • All payments (including declined, failed, and voided payments)
  • All contacts
  • All payment methods

Restrictions​

Things to know before merging...

  • Both customers must have the same currency

  • Neither customer can be a parent or child customer of any other customer

  • The destination customer must be active (e.g. cannot be marked as inactive)
This cannot be undone!

Please take your time with merging customers and reach out to us if you have any questions. Once the customer has been merged, it will be deleted permanently and we cannot undo the merge.

Steps to Merge Customers​

First, we'll want to make sure your settings are enabled.

  1. Head to your Settings and select Invoicing from the left menu.
  2. Find the Can customers be merged? setting and set it to YES. Don't forget to hit save!
  3. Go to the customer you want to get rid of/merge into the other customer (In this example, it would be Customer A)
  4. Select the three vertical dots and click Merge Customer

  1. Select the customer you want to merge customer A into (In this example, it would be Customer B)

  1. Once you select a customer, you'll be prompted to confirm the details by typing the exact name of the destination customer
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ONCE YOU PROCEED, THIS PROCESS CANNOT BE UNDONE.

Once you complete the above step, you'll be redirected to the final merged customer.

Keep in Mind​

  • Merging cannot be undone.
  • Historical MRR may be recalculated or changed due to the merge
  • How this affects other integrated apps (e.g. QuickBooks, Salesforce, Zapier, etc...) may be dependent on the settings you have in those platforms, so proceed with caution & check those systems after the merge
  • 🤖(Developer) The origin customer is deleted and a delete webook will be fired
  • 🤖(Developer) A merge webhook will be fired on the destination customer

Change a Customer’s Currency​

Although ChargeOver supports multiple currencies, once you set the currency for a customer there is no way to change what currency the customer uses.

OPTION 1 - Customer Has Paid Invoices​

Create a new customer with the correct currency, and make the old customer inactive or delete them.

OPTION 2 - Customer Has NOT Paid Any Invoices​

Contact us to change the currency for you.

If the customer has not paid any invoices yet, we can change the customers currency.

Set Customer's Currency​

If you have customers from many places around the world, there's a good chance that you're invoicing in multiple currencies.

In ChargeOver, you want to make sure that your invoices generate in the currency that the customer is actually paying in. ChargeOver allows you to specify what currency to generate invoices in for each customer.

Steps​

  1. If you are planning on billing some customers in one currency and others in a different currency, you will need to enable the additional currencies

  2. Once you have your currencies set up, when you create a customer you will see a drop-down menu of the currencies you can bill them in

  1. Select the currency that the customer will be paying in
note

If you do not specify which currency, the customer will be set to the default currency that is set in your Settings under Invoicing. ChargeOver does NOT automatically identify currency from the customers location.

  1. Select Create Customer

Now invoices for this customer will automatically generate in the currency that you selected!

Email a Customer's Statement​

By default, ChargeOver automatically sends new invoices and payment receipts to customers whenever a new invoice is due or a payment is made.

Occasionally, you may need to send a customer a summary of all invoices or payments made.

ChargeOver allows you to create and send a customer statement which provides a lifetime summary in a PDF format.

Steps​

  1. Navigate to the customer in ChargeOver

  2. Under customer actions, select "Send Email"

  1. To email the statement, choose the Customer Statement email template from the dropdown menu
  • You can change who the statement gets emailed to, along with the subject and message if you want
  1. Click the Send button to send the email