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September 26, 2024

Scheduled price updates, Vertex tax calculation, and QuickBooks Payments ACH automatic reconcilliation

A huge update for ChargeOver this month, with a number of exciting new features!

#New features

#Vertex tax calculation integration

ChargeOver has added Vertex as a tax calculation option.

Vertex offers tax compliance solutions empowering companies of all sizes to do business anywhere, anytime - without friction.

ChargeOver can utilize Vertex's robust tax configurations to calculate taxes automatically for your invoices. Just configure the connection in ChargeOver and we'll make sure every tax amount is accurate for every line item!

#Scheduled price updates

ChargeOver has added support for automatic scheduled price updates. Use-cases for scheduled price updates include:

  • Contractual price changes (example: increase the subscription price by 3% per year)
  • Introductory periods (example: $9.99 per month for the first 3 months, then automatically change the price to $19.99 per month)
  • Free trial periods (example: a 10-day free trial, after which the price changes to $100/month)

Use scheduled price updates anytime you want to schedule a change in pricing for a subscription in advance. No more notes on your calendar app or having to remember to change prices for customers on a certain day!

#Improved support for automatic reconciliation with QuickBooks Payments and ACH/eCheck

We've worked with Intuit to make sure that reconciliation of ACH/eCheck payments happens automatically now in QuickBooks Online. Automatic reconciliation always worked for credit card payments, but now it works for ACH/eCheck as well!

#Other improvements

#The Customer Churn report in ChargeOver has gained some new columns!

Click the Columns... button to toggle on/off columns for this report.

#Add support for SeamlessChex eCheck gateway

ChargeOver has added support for a new eCheck payments gateway - SeamlessChex.

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