FAQ
Learn the advice, tips, and tricks from people and companies using Chargezoom to empower their payment process.
Getting Started
General questions about Chargezoom and our platform
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.
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.
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: https://chargezoom.com/pricing
Our 30-day trial gives you access to every feature available on our platform.
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.
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.
Platform
General and technical questions about our platform and features.
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.
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.
Yes! Chargezoom can actively sync to QuickBooks Desktop.
Yes! Chargezoom can actively sync to QuickBooks Online.
Yes! Chargezoom can actively sync to FreshBooks.
Yes! Chargezoom can actively sync to Xero.
Possibly! Please schedule a time with our team to discuss your exact requirements.
Absolutely! No accounting package is required and all of your payment data will be stored within Chargezoom for you.
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.
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.
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.
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.
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.
Yes. Chargezoom enables you to build a branded checkout page that allows new customers to sign up and pay for subscriptions.
Integrations
Questions about the Chargezoom integrations
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 Authorize.net, NMI, Stripe, and PayPal.
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.
Currently, Chargezoom has integrations with:
- QuickBooks Desktop
- QuickBooks Online
- FreshBooks
- Xero
Possibly! Please schedule a time with our team to discuss your exact requirements.
Possibly! Please schedule a time with our team to discuss your exact requirements.
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.
No. Our platform cost includes a set number of user licenses and our Enterprise plan includes unlimited. Flat rate means flat rate.
Yes, PCI-DSS 3.2 Service Provider Level 1.
No, Chargezoom does not charge any fee for transactions.
All users on a paid plan will receive access to all features as they are released at no additional charge.
