Business Plan: Customers feature

Take a tour of the Customers feature available in the Chargezoom Business Plan.

🚀 During your first 30 days you will have access to all Chargezoom features so that you can test drive and decide which plan is the best fit for your business. If you'd like to retain those features beyond 30 days, you will need to upgrade to the Plus plan.

Like all Chargezoom plans, the Business Plan will instantly sync all of your customer data from QuickBooks, FreshBooks, or Xero.

It is recommended that you verify that your customer list has synchronized correctly to ensure that everything runs smoothly.

If your customers do not appear as expected, please check our Help documentation for common hiccups:

The ability to add or edit customer data is available in the Chargezoom Plus plan. If you are not ready to upgrade, simply close the pop-up window to view your customer data.