Maxio Reviews

Roll-over invoices for those who don't pay a previous month (whether on purpose or by accident) is REALLY helpful. It allows us to make sure we're not losing money from month to month, and helps to keep customers accountable to pay what they've agreed to pay. Along those lines, it's super beneficial to have a way to track (in as great a detail as desired) a person's billing history to be able to verify and better handle what can otherwise be frustrating conversations with customers.

Sometimes it can be confusing when adding in check payments to keep track of where they come from. Perhaps a helpful reminder when adding in a check payment saying something along the lines of, "Hey! Looks like you didn't write a note here -- you might want to, just for future reference."

- API functions to handle almost any processing request you can think of
- Great tech support (actual knowledgeable techs, not script-readers)
- System uptime seems stable and reliable
- Hosted public payment pages helps reduce PCI compliance requirements

- Cost is a bit on the high side, but not outside the realm of its competition.
- Geared strongly for recurring payments, lacking easy single-charge functions (in particular, scheduling a single charge on the future date).
- Customizing the public payment pages could be easier with options to display/hide various components instead of relying on merchant to create CSS/Javascript to control them.
- ACH support limited to only a couple of merchant account providers. In our case, this requires us to use a separate e-check payment processor, resulting it maintaining two distinct payment processes on our side.

Still looking for a pro. Update: Within three business days of my review, I was contacted by a SaaSOptics employee with an offer to help. So I have now found a pro: their support seems to be attentive. I have found their leadership to be extremely attentive and helpful

The UI.

- Ease of Use
- Dunning management
- Filtering of data

- Raise Prices 10x on Customers
- Buggy
- Analytics
- Support
- They don't care about their customers
- As you grow, their logic of how they handle Products/Coupons is really, really poorly designed.

We are grandfathered into older pricing which is amazing. It's less expensive than many other rebilling platforms.

It is easy for a developer to customize to your businesses needs. It's a simple program and not a one size fits all approach.

The dashboard isn't accurate and there's a discrepancy between the main dashboard KPIs and the insights. The data isn't populating correctly and it throws off the numbers. Doesn't take into account certain things like when someone pauses, cancels and is reactivated, etc.

No paypal option if you choose Stripe bc they only allow for one payment gateway.

The advanced recurring billing options for stacking (or not) coupons and discounts, ability to grandfather pricing, and the support team are fantastic.

Every plan is a new subscription to be manually created. We use their hosted signup form and have to create 1:1 for every product in the catalog - too hard. Can't customise the css of the statement.

Meets all legal standards
Hosts transactions
Accepts payments outside US
Handles Dunning
Reliable
Many useful features like step-tiered billing
Helpful support

Cost has been raised several times since we started
Rate limiting on API is pretty low
Wish it had more hosted payment page/email templates/customizations
Locked in once you choose them as your payment provider, no real migration path to other service.

This software is easy to use and easy to implement. Once everything is set up, its incredibly simple to search for clients by company name or name etc. and the same goes for viewing and editing customers.

No complaints, even their support was great.

Chargify is easy to use and adapt to your business. They constantly improve their service. Better pricing than most of the competition.

Some competitors offer more features and are first to offer new technologies, but Chargify is quick to follow.

Chargify allows our company to manage subscriptions without any hassle.

The ability to edit invoices. It should be easier

The Customer Success team at Chargify is wonderful. You can go to them with any questions or concerns you have and if they don't know they answer, they will get one for you. They have made working with Chargify a joy and have helped us to adapt and alter the product to help it work best for us and our business needs.

There are parts of the software that are hard to figure out how to use without completing additional research. Chargify does have great Help articles, but it would be nice if the software was more user friendly so you don't have to refer to the Help items.

Using Chargify has saved us hundreds of hours of custom development, and half a dozen hours each month of maintenance and administrative effort. It let us accomplish nearly everything we wanted to do with our monthly based pricing model.

It would be nice to have features to send one-off charges to existing clients, where you don't want them to recur.

The platform is fully featured as far meeting as our needs for recurring annual billing for software licenses. It has a fast interface, the API is solid for website related coding, and the

The admin area is lacking in features. No real ability to generate custom reports, though they have some details reports but the drill down is limited. The search/filter capabilities are poor in most screens. They recently added a global search ability, which is handy for simple account related detail, but presents only a short list, and can only select one account each time, so no good for bulk searches. The main list screens for transactions and subscriptions is severely lacking in searchable parameters. For example, searching transactions exposes only date range and a type. No other transaction data is available to search against. This lack of back end admin features appears in other areas too, such as the web hooks panel.

Satisfies general needs for a subscription management service, supports long list of payment gateways, plans are highly configurable

It’s impossible to handle multiple currencies, tax regions or payment gateways in a single Chargify site. This necessitates to create separate sites for all combinations of the aforementioned settings, which is a huge administrative and integration effort. In fact, we decided to abandon Chargify for our flagship product for this very reason.

I like the ability to pull specific reporting like recurring revenue and sales data. The ability to see customer sales transactions and movement is great as well.

I'd like to see easier implementation with Salesforce. Now that Salesforce acquired Tableau, the reporting from Chargify can be used to pull into Salesforce for different reporting views that Chargify may not capture. Or, in some cases, Tableau is the norm for the company, not Chargify, so ease of use to share the data.

The only thing that tracks deferred income and gives fantastic reports, all accurately, while syncing with QuickBooks.

Don't have periods "locked", so that can "unlock" them to make a change and then lock again so reports stay consistent. In other words, would like the QuickBooks feature of being able to go back and see the December 2016 report within the system and have a track (transaction detail report) of what was changed after the end of the period.

Automation and limited intervention which is what we require for an online system

Support being offshore often takes a long time to get results when this is critical for our business. Chargify still has manual intervention, raising manual invoices when payments drop off. Less than ideal!
Now we have invoices being pushed through with multiple months on them, which we now have to manually fix, otherwise our income would be overstated!!!

I like using transactions to drive invoice creation rather than relying on Quick Books memorized transaction lists to produce recurring charges. It's easier to make mid term changes and to track revenue growth as well as projecting future revenue based on transactions and auto-renewals.

A few of the newer features have some bugs, ie: Statements dont show CURRENT invoices, and they also dont reflect all payments made (it's a little glitchy).

One of the biggest drawbacks is that the autopay feature is set at the CLIENT level. For monthly subscribers (on autopay) who purchase development time (which we give net 30 terms to), it's a headache to manage in order to ensure that they do not get charged when they dont' authorize it. Many of these customers would prefer to pay by check for the larger invoices and when they are autopay customers, we are constantly adjusting due dates to avoid an auto-charge. Changing this setting to a default client setting, with the option to turn it off on the invoice or even the contract level would be a FANTASTIC upgrade for us and I'm sure for many other users.

Allowing us to set up our products and promotions and then we do not have to worry too much. We promote our products and our customers come and sign up.

Reporting features are horrible. Not the easiest to understand
We would like to see discount codes already in a customer account to be deactivated if...
the customer cancels the account and the discount code expires, the code shouldn't be good when the customer reactivates the account.

The user interface is clean and thought out, it meets most of the needs I had. They also have some interesting capabilities that are being released like event-based billing. Also their API is pretty close to complete.

Limited customization of the capabilities of the platform. Any kind of hierarchical invoicing (sending multiple invoices to a client) or billing for multiple subscriptions gets incredibly complex and hard to manage. Customization of invoices is also pretty limited.

Customer support is on point! Very helpful.

MANY of our payments do not go through. They keep on getting declined. When I ask why by support (who is great), they say it could be for various reasons and to check with the gateway (Stripe). Just a pain to have to jump into another application everytime a payment is declined, which is very frequent. Might as well just move everything to Stripe.

The APIs and webhooks are extremely powerful. We have been able to connect our platform and enhanced our customer satisfaction. For the most part they are well documented and easy to implement

The Webhook documentation seems a bit outdated and discovery of all the options and values can be a bit by trial and error.

The portal can be a bit cumbersome. Sometimes taking many clicks to accomplish a task.

- Easy to use
- Easy to implement in your system
- Not too expensive
- Good value for money if you don't need additional features

- Invoices are too expensive.
- Not possible to create "customized" pricing structure.
- Only trial/active stages, no additional stages.
- Limited in features
- Should have more innovation

I like how easy it is to integrate with a website

There is nothing I dislike about Chargify. The only slight challenge is that you have to have a separate payment provider to hook it up to so that payments can be taken, but Chargify does a really good job of subscription-based payments and website integration.