Getting Started

General questions about Chargezoom and our platform

What is Chargezoom?

Chargezoom is a user-friendly, single platform for managing your electronic payments and recurring billing. We sync with the accounting package that you’re already using (such as QuickBooks Desktop, QuickBooks Online, FreshBooks, Xero, etc.) to provide automation for tasks that don’t require human interaction.

Our users can create, schedule, and send invoices/bills via email with embedded links to “pay now” and all payments are immediately reconciled in their accounting software with no manual entry needed.

Who Should use Chargezoom?

Any business that uses an accounting package like QuickBooks Desktop, QuickBooks Online, FreshBooks, or Xero that does not already have an automated solution for sending and reconciling payments. 

Is Chargezoom a good fit for small businesses or startups?

Yes, absolutely! If you are just getting started or plan to process only a few invoices per month you can use and stay on our Free plan forever. If your needs evolve and you need additional services, our simple and friendly pricing makes it easy to grow when you’re ready. View every price point here: /pricing

What does the 30-day free trial include?

Our 30-day trial gives you access to every feature available on our platform.

If I like your platform, how long do I have to decide whether or not to sign a contract?

Our 30-day trial gives you access to every feature available on our platform. After 30 days if you opt not to choose a recurring monthly plan, your account will automatically be downgraded to the Free version. Should you change your mind later, your data from the trial period (such as email templates, email send status, etc.) will be sync’d into your account automatically.

What is the cost difference for a monthly plan vs. annual plan?

All accounts are billed on a monthly basis with no long-term commitment. You can join for free, upgrade, or downgrade your account at any time.


General and technical questions about our platform and features.

I'm not very tech savvy. Can I still use Chargezoom?

Absolutely! Chargezoom is made for everyone and no training is needed, but just in case you prefer a friend to guide you, our friendly staff in California is available to walk through the setup with you and can be reached any time through the platform or by telephone.

Does Chargezoom work with Windows or Mac?

Both! Chargezoom is a cloud-based software that does NOT need to be installed. All that is needed is a web browser to access. You won’t even need to ask the I.T. person or your web team for help.

Can I use QuickBooks Desktop?

Yes! Chargezoom can actively sync to QuickBooks Desktop.

Can I use QuickBooks Online?

Yes! Chargezoom can actively sync to QuickBooks Online.

Can I use FreshBooks?

Yes! Chargezoom can actively sync to FreshBooks.

Can I use Xero?

Yes! Chargezoom can actively sync to Xero.

I use a different accounting software, can I still use Chargezoom?

Possibly! Please schedule a time with our team to discuss your exact requirements.

If I don't have an accounting software can I still use Chargezoom?

Absolutely! No accounting package is required and all of your payment data will be stored within Chargezoom for you.

What is bi-directional synchronization?

In simple terms, it means that we are synchronizing your data in two directions. We make sure that every invoice sent from your accounting software is matched up with the payment received. This process is continuous so the reconciliation is posted to your accounting software immediately.

Will I still need to batch my transactions?

No, Chargezoom eliminates the need for batch exports and imports. All of your transactions are synchronized in real-time so that your accounting software is always accurate without the need to import/export and manage CSV files.

Can I embed payment links in invoice emails?

Yes! When using Chargezoom to send your email notifications, a “pay now” link is included. You can also further customize your messages with our built-in editor or paste in your own HTML for a fully branded experience.

Can I use Chargezoom on mobile?

Yes! Our platform is web-based and fully mobile responsive. You can access Chargezoom on all mobile devices and a mobile app is currently in development.

Can I set up free trials or free + shipping offers for my customers?

Yes, absolutely. Our subscription management feature easily allows you to create a variety of subscription plans from simple to complex all in one easy-to-use interface.

Do you offer checkout pages?

Yes. Chargezoom enables you to build a branded checkout page that allows new customers to sign up and pay for subscriptions.


Questions about the Chargezoom integrations

I already have a payment gateway, do I need to use yours?

Chargezoom is impartial about gateways, which means that we do not require users to have an account with any specific company. If you have a gateway or service provider that you like, you can continue to use them with Chargezoom. We work with 20+ of the major gateways including industry leaders like, NMI, Stripe, and PayPal.

Can I use multiple payment gateways?

Yes! You can use as many payment gateways as you’d like. This includes the ability to connect to the same gateway multiple times using different MIDs. 

Which accounting software platforms do you support?

Currently, Chargezoom has integrations with:

  • QuickBooks Desktop
  • QuickBooks Online
  • FreshBooks
  • Xero
We have a custom built accounting software. Can Chargezoom still help?

Possibly! Please schedule a time with our team to discuss your exact requirements.

We want to build our accounting into Salesforce. Can Chargezoom help?

Possibly! Please schedule a time with our team to discuss your exact requirements.

Does Chargezoom sync with shopping carts?

The shopping cart integration is in beta testing and we expect a full roll out in the near future.

Billing and Account

General and technical questions about our platform.

Is there a per-user fee?

No. Our platform cost includes a set number of user licenses and our Enterprise plan includes unlimited. Flat rate means flat rate.

Is Chargezoom PCI compliant?

Yes, PCI-DSS 3.2 Service Provider Level 1.

Is there a per-transaction fee?

No, Chargezoom does not charge any fee for transactions. 

How will I be charged for new feature releases?

All users on a paid plan will receive access to all features as they are released at no additional charge.

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