ChargeOver Billing Automation Setup (Onboarding)

ChargeOver Billing Automation Setup (Onboarding)

1. 01

   Create a new client account in ChargeOver

   Navigate to the Customers section and click 'Add Customer'. Enter the client's billing details and assign a unique customer code for tracking.

2. 02

   Configure billing plans and pricing tiers

   Under 'Billing Plans', create a plan that matches the client's subscription model. Set up fixed-price, metered, or quantity-based billing as needed. Define billing cycles (monthly, annual) and trial periods if applicable.

3. 03

   Set up payment gateway integration

   Go to 'Settings' > 'Payment Gateways'. Choose from 50+ supported gateways (e.g., Stripe, PayPal, ACH). Enter API credentials and test the connection to ensure transactions process correctly.

4. 04

   Customize invoice templates and email notifications

   In 'Settings' > 'Invoice Templates', edit the HTML/CSS to match the client's branding. Configure automated email notifications for invoice delivery, payment reminders, and failed payment alerts.

5. 05

   Configure dunning workflows

   Access 'Settings' > 'Dunning'. Set up automated retry logic for failed payments, including the number of retries, intervals, and escalation emails. Enable smart dunning to reduce involuntary churn.

6. 06

   Integrate with accounting or CRM systems

   Use native integrations with QuickBooks, Xero, HubSpot, or Salesforce. Navigate to 'Settings' > 'Integrations' and authorize the connection. Map fields to sync invoices, payments, and customer data automatically.

7. 07

   Enable customer self-service portal

   In 'Settings' > 'Customer Portal', activate the portal. Customize the login page and allow customers to view invoices, update payment methods, and manage their subscriptions.

8. 08

   Run a test transaction and verify reports

   Create a test invoice and process a payment to confirm the entire flow works. Then check the 'Reports' section to ensure MRR, ARR, and churn metrics are populating correctly.