--- title: "ChargeOver Integration" description: "ChargeOver is a recurring billing and invoicing platform. Agents manage customers and subscriptions, issue invoices and quotes, record transactions, and push usage for metered billing." url: https://flowrunner.ai/integrations/chargeover date_modified: 2026-09-04T14:51:36-07:00 --- # ChargeOver [Payments](https://flowrunner.ai/integrations/category/finance-accounting) ChargeOver is a recurring billing and invoicing platform. Agents manage customers and subscriptions, issue invoices and quotes, record transactions, and push usage for metered billing. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 1 trigger · 113 actions · Basic auth · available [ChargeOver website](https://acme.chargeover.com/) · [Platform Documentation](https://developer.chargeover.com/) · Capability data verified 2026-08-24 1. A subscription renewal declines and ChargeOver fires the transaction event 2. Agent reads the transaction and the invoice it was meant to settle 3. Query For Transactions shows whether this customer has declined before 4. Add A Late Fee To An Invoice or a retry is applied according to the account's rules 5. Email A Receipt sends the customer the failure notice from the account's template 6. A person decides whether to suspend the subscription or keep serving the account ## What This Integration Enables Most billing APIs hand you record types and leave you to infer the operations. ChargeOver publishes the operations themselves. Suspending a subscription, un-canceling one, applying a customer's available balance to an invoice, adding a late fee, scheduling a partial payment, physically printing and mailing an invoice: these are named actions rather than status fields you set on an update. That design choice is why this connector carries well over a hundred operations rather than a dozen tidy record sets, and it is why the names read like screen labels. They are the billing clerk's console, exposed. FlowRunner agents run that console. An agent creates customers, quotes, subscriptions, and invoices, moves a subscription through its lifecycle with the vendor's own verbs, records offline payments and credit memos, pushes usage for metered billing, and reads reports without exporting anything. ChargeOver also accepts your own external key wherever an identifier goes, so workflows address records by the reference your systems already own. The operations that rewrite an existing money record rather than adding a new one are where [human-in-the-loop](https://flowrunner.ai/concepts/human-in-the-loop) belongs. ### Without FlowRunner **Billing actions done by hand**: Suspending, un-canceling, and applying a payment are screen clicks somebody has to remember to do **A list of ten mistaken for the answer**: A query returns the default page size and the workflow treats it as the complete set **Failures that look like successes**: A refusal comes back with an ordinary status code and gets recorded as a completed write ### With FlowRunner **Billing actions run as workflow steps**: The same operations run from a workflow, on the event that should trigger them **Queries sized before they run**: The count is read first, and paging is set deliberately rather than inherited **Refusals surfaced as refusals**: The vendor's own error flag is checked on every call, so a rejected write stops the workflow ## Use Case Scenarios ### Quote to subscription without re-entry A quote is agreed. The agent calls Create A Quote from the opportunity in [HubSpot](https://flowrunner.ai/integrations/hubspot), addressing the customer by the external key the CRM already uses so nothing has to be looked up. Email A Quote sends it. When the customer accepts, Convert A Quote To A Package turns it into the subscription and Convert A Quote To An Invoice raises the first bill, so the priced lines the customer agreed to are the priced lines that bill. The subscription id and invoice reference are written back to the deal record, and the ledger entry lands in [QuickBooks Online](https://flowrunner.ai/integrations/quickbooks-online). Nobody retypes a line item. ### Metered usage that arrives before the invoice does Product telemetry aggregates nightly. Rather than pushing one usage row at a time, the agent uses Bulk Usage/metered Data Upload to send the period's data against the right subscription lines, then Query For Usage/metered Data to confirm what actually landed. Where a correction is needed, Delete For A Line Item clears a line's entries so they can be resent, rather than leaving a double count in the invoice. The reconciliation between the warehouse total and the billed total goes into [Google Sheets](https://flowrunner.ai/integrations/google-sheets), and a variance beyond the tolerance posts to [Slack](https://flowrunner.ai/integrations/slack) before the invoice run rather than after the customer queries it. ### A dunning ladder with a suspension decision at the end The trigger fires on a declined transaction. The agent reads the transaction, checks the customer's history with Query For Transactions, and applies the account's rules: a first decline gets a retry and a receipt notice, a repeated decline gets a late fee added to the invoice and a task for the account owner. Where the account has an available balance from a previous overpayment, Apply A Payment To An Invoice uses it before anything is chased. What the agent does not do is suspend. Suspend A Subscription stops serving a paying relationship, and that call goes to a person with the customer's payment history attached. ## Human-in-Loop Highlight Adjust Applied Amounts is the operation that quietly rewrites history. It changes how much of a payment or credit is applied to which invoices, and the vendor is explicit that it is a wholesale replacement. You must send every invoice the payment is applied to, because anything you leave out is unapplied, and sending an empty list unapplies the payment entirely. A customer who paid in full last quarter can end up showing three open invoices, with no error anywhere, because the write succeeded exactly as asked. Two other properties make this worse in an automated flow. ChargeOver publishes no field schema for its writes, so the request body passes through as given and the agent cannot validate its own payload before sending. And a refusal can arrive with an ordinary success status, carried only in the vendor's own error flag inside the envelope. So the agent never sends this one on its own judgment. It reads the payment and every invoice it currently touches, assembles the full replacement set, and posts: "Payment 8814 for $12,400 from Kestrel Foods is currently applied across four invoices. The correction moves $3,100 from invoice 22-119 to 22-141. The replacement set will contain all four invoices, including the two unchanged. Omitting either of those would unapply $9,300. Send it?" The controller reads four lines and answers. The reconstruction is the agent's work. The write that can silently reopen a settled account is not. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via preferred channel Human decides Agent resumes with decision ## Agent Capabilities 113 actions ### Customers 11 - **Create A Customer** Creates a customer and returns the new customer identifier. - **Query For Customers** Queries customers with the vendor's filter language across identifiers, addresses, external key, token, and company. Paging defaults to ten records and caps at five hundred, so set it deliberately. - **Get A Specific Customer** Reads one customer by identifier, external key, or token. - **Update A Customer** Updates a customer. Clearing the parent reference here is what disconnects a child customer from its parent. - **Delete A Customer** Deletes a customer. External keys are not reusable afterward by default. - **Set A Customer As Active** Marks a customer active. - **Set A Customer As Inactive** Marks a customer inactive, which is the softer alternative to deleting one. - **Disconnect A Customer From Its Parent Customer** Detaches a child customer from its parent in a hierarchy. - **Set The Primary Contact For A Customer** Assigns which contact is the customer's primary, which decides who receives the account's mail. - **Set The Default Payment Method For A Customer** Sets which stored method future charges use by default. - **Email A Customer** Sends a templated email to a customer from the account's own templates. ### Contacts 7 - **Add A Contact** Creates a contact and returns the new user identifier. - **Query For Contacts** Queries contacts by name, email, phone, type, or the customer they belong to. - **Get A Specific Contact** Reads one contact. - **Update A Contact** Updates a contact's details. - **Delete A Contact** Removes a contact. - **Opt A Contact In To SMS** Records a contact's consent to receive text messages. - **Opt A Contact Out Of SMS** Records a contact's withdrawal of that consent, which is the record that keeps a later send lawful. ### Subscriptions 14 - **Create A Subscription** Creates a recurring billing package, defaulting to the customer's addresses and the item's pricing unless overridden. - **Querying For Subscriptions** Queries subscriptions by package, customer, token, brand, or custom fields. - **Get A Specific Subscription** Reads one subscription, with scheduled price updates available as an expansion rather than a second call. - **Update A Subscription** Updates a subscription. Passing only a line item's identifier leaves that line unchanged. - **Cancel A Subscription** Cancels a subscription immediately or schedules the cancellation for a future date. - **Un-cancel A Subscription** Reverses a cancellation, which is the recovery path when a cancellation was made in error. - **Suspend A Subscription** Pauses billing for a period without ending the relationship. This stops serving a paying customer, which is why it belongs to a person rather than a rule. - **Unsuspend A Subscription** Resumes a suspended subscription. - **Upgrade/downgrade A Subscription** Moves a customer between service levels through the vendor's own upgrade path rather than by editing lines. - **Change The Payment Cycle** Changes how often a subscription bills, using the vendor's cycle codes. - **Set The Payment Method** Sets how a subscription pays: invoice only, card, ACH, or a stored token, with the corresponding method identifier. - **Adjust The Next Invoice Date For A Subscription** Moves the date the next invoice generates, which is how a goodwill extension or an aligned billing date is applied. - **Schedule A Price Update On A Subscription** Schedules a price change to take effect on a named date, so an announced increase happens without anybody remembering it. - **Invoice A Subscription Now** Generates the subscription's invoice immediately rather than waiting for the default next-day behavior. ### Invoices 11 - **Create An Invoice / Overriding Tax Calculations On An Invoice** Creates an invoice against an existing customer, with the option to override the calculated tax. - **Query For Invoices** Queries invoices by reference number, customer, addresses, and status. - **Get A Specific Invoice** Reads one invoice with its lines and totals. - **Update An Invoice** Updates an invoice. Passing only a line item's identifier leaves that line unchanged. - **Add A Late Fee To An Invoice** Adds a late fee to an overdue invoice. - **Set The Payment Method For An Invoice** Sets which method a specific invoice is paid by. - **Scheduling Payments For Invoices** Schedules a full payment or a series of partial payments against an invoice. - **Removing Scheduled Payments From Invoices** Clears every scheduled payment from an invoice, which is a wholesale removal rather than a single cancellation. - **Get A PDF Of An Invoice** Retrieves the invoice as a PDF, for attaching to a message or filing with a document store. - **Email An Invoice** Sends an invoice by email from the account's template. - **Print Mail An Invoice** Prints a hard copy and posts it to the customer through a physical carrier. There is no recall once it is in the mail stream. ### Payments and Transactions 10 - **Make A Payment** Attempts a payment for a customer against a stored card or account. - **Apply A Payment To An Invoice** Applies a customer's existing available balance, from a credit or an overpayment, to an open invoice. - **Adjust Applied Amounts** Rewrites which invoices a payment or credit is applied to, and by how much. It is a wholesale replacement: omitted invoices are unapplied, and an empty list unapplies the payment entirely. This page's human gate sits here. - **Record Offline Payment** Records a payment collected outside ChargeOver, marking an invoice fully or partly paid. - **Create A Credit Memo** Records a credit memo that marks an invoice fully or partly paid without money moving. - **Query For Transactions** Queries transactions by customer, gateway, method, amount, status, and type. - **Get A Specific Transaction** Reads one payment, refund, or credit in full. - **Void A Transaction** Logs a transaction that was voided outside ChargeOver, keeping the record in step with the gateway. - **Mark A Transaction Declined** Manually marks a transaction declined, for the case where the ACH gateway does not report a failed payment back automatically. - **Email A Receipt** Sends a payment receipt or a payment failure notice by email. ### Quotes 8 - **Create A Quote** Creates a quote against an existing customer. - **Query For Quotes** Queries quotes by customer, brand, currency, reference, and status. - **Get A Specific Quote** Reads one quote, including a link to the invoice it became if it has been converted. - **Update A Quote** Updates a quote. Passing only a line item's identifier leaves that line unchanged. - **Convert A Quote To An Invoice** Turns an accepted quote into an invoice, so the agreed lines are the billed lines. - **Convert A Quote To A Package** Turns an accepted quote into a recurring subscription. - **Convert A Quote By Paycycle** Converts a quote according to its payment cycle, which is the route for a quote that describes recurring terms. - **Email A Quote** Sends a quote to the customer by email. ### Items 5 - **Create An Item** Creates a product, service, or discount item and returns its identifier. - **Querying For Items** Queries items by name, external key, accounting reference, or type. - **Get A Specific Item** Reads one item and its pricing. - **Update An Item** Updates an existing item. - **Delete An Item** Deletes an item that is not in use. ### Usage and Metered Data 5 - **Storing Usage/metered Data** Records a usage data point against a subscription line for metered billing. - **Bulk Usage/metered Data Upload** Pushes a batch of usage through the vendor's dedicated bulk route, which is what a nightly aggregation should use rather than one call per row. - **Query For Usage/metered Data** Queries stored usage by subscription line, external key, or date range, which is how a billed total is reconciled against the source. - **Delete Usage/metered** Deletes one usage entry. - **Delete For A Line Item** Deletes every usage entry attached to a subscription line, which is the way to clear a bad batch before resending rather than leaving a double count. ### Payment Methods 9 - **Store A Credit Card** Stores a new card or updates an existing one for a customer. - **Querying For Credit Cards** Queries stored cards by customer, external key, or token. - **Delete A Credit Card** Removes a stored card. - **Store An ACH Account** Stores a new bank account or updates an existing one. - **Querying For ACH Accounts** Queries stored bank accounts by customer, external key, or token. - **Delete An ACH Account** Removes a stored bank account. - **Store A Pay Method Token** Stores a card that was already tokenized elsewhere, which keeps card data out of the workflow. - **Querying For Pay Method Tokens** Queries stored payment tokens for a customer. - **Delete Tokenized Pay Method** Removes a stored payment token. ### Hosted Payment Requests 2 - **Get A List Of Pending Requests** Lists pending hosted payment requests awaiting a decision. - **Commit Or Reject A ChargeOver.js Request** Commits or rejects a pending hosted payment request, which is where a captured card is either accepted or thrown away. ### Notes and Custom Data 6 - **Create A Note** Adds a note against a customer, subscription, invoice, contact, quote, or item. - **Querying For Notes** Queries notes by the object type and identifier they are attached to. - **Delete A Note** Removes a note. - **Add A Map Record** Stores a mapping between a ChargeOver record and an identifier in another system. - **Query For Map Values** Reads stored mappings, which is how a workflow resolves a record across two systems without keeping its own table. - **List Custom Fields** Lists the account's custom fields with their types and, for dropdowns, their available choices. ### Reference Data 13 - **List Currencies** Lists the currencies configured on the account. - **Get An Exchange Rate** Reads the rate between two currencies as ChargeOver currently holds it. - **Set An Exchange Rate** Overrides the daily rate ChargeOver sets automatically, which changes what multi-currency invoices are valued at. - **List Languages** Lists the languages available for customer-facing documents. - **List Terms** Lists the payment terms configured on the account. - **Query For Categories** Queries the account's categories. - **Retrieve A List Of Classes** Lists classes, the accounting dimension invoices can be tagged with. - **Retrieve A Specific Class** Reads one class. - **Retrieve A List Of Coupons** Lists the coupons configured on the account. - **Retrieve A Specific Coupon** Reads one coupon and its terms. - **Retrieve Brand List** Lists the brands invoices and quotes can be issued under. - **Retrieve Campaign List** Lists the campaigns records can be attributed to. - **Retrieve Country List** Lists the countries ChargeOver recognizes for addresses and tax. ### Reporting and Log 4 - **Get A List Of Reports** Lists the reports available on the account with their identifiers. - **Get A Specific Report** Reads one report's definition, including its filters and columns. - **Run A Report / Report Data** Runs a report and returns its data, which is how a board number is pulled without an export. - **Retrieve The System Log** Reads the account's log entries, which is where an unexplained change is traced back to what made it. ### Admins and Portal Access 5 - **Query For Admin Workers** Queries the account's administrators by name, email, or external key. - **Get A Specific Admin Worker** Reads one administrator. - **Log In A User** Fetches a short-lived, single-use URL that logs a customer straight into the portal. Treat the URL as a credential, because for its lifetime that is what it is. - **Send A Password Reset / Set A Password** Sends a customer a password reset link, or sets a password directly. - **Send A Welcome E-mail** Sends the account's welcome template to a customer's primary contact. ### Webhooks 3 - **List Rest Hooks** Lists the account's webhook subscriptions with each URL and the event it receives. - **Subscribe Rest Hook** Subscribes a URL to an event. The destination must be an https address on a resolvable public domain, because an address or a non-standard port is refused. - **Unsubscribe Rest Hook** Removes a subscription so its URL stops receiving that event. ## Triggers 1 triggers ### Event Triggers 1 - **On ChargeOver Event** Fires on the events ChargeOver publishes across customers, invoices, subscriptions, quotes, transactions, and more. Two things shape how a workflow uses it. The delivery carries an identifier rather than the record, so the trigger is followed by the matching read. And the nightly events fire once a night per record, which makes them a scheduler: a workflow can do daily work across every customer, invoice, subscription, or quote without polling for any of them. ## Frequently Asked Questions ### What can FlowRunner do with ChargeOver? FlowRunner agents can run Add A Contact, Add A Late Fee To An Invoice, and Add A Map Record in ChargeOver, plus 110 more actions. ### Does connecting ChargeOver to FlowRunner require OAuth? No. ChargeOver connects to FlowRunner with basic authentication (a username and password), no OAuth flow required. ### Can ChargeOver trigger a FlowRunner workflow automatically? Yes. ChargeOver supports 1 trigger that can start a FlowRunner workflow automatically. **Work at ChargeOver?** This integration exposes ChargeOver to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/chargeover. Site index: https://flowrunner.ai/llms.txt