Case Study: NetSafe Solutions achieves automated billing and eliminates a full-time admin with ChargeOver

NetSafe Solutions Frees Staff Resources After Adopting ChargeOver

NetSafe Solutions, a managed IT solutions provider for small- to mid-sized businesses, was struggling to manage monthly billing and payments using QuickBooks and had already tried two other systems. To automate invoicing, payments, estimates and receivables, NetSafe Solutions turned to ChargeOver for a billing and payment automation solution.

ChargeOver’s team helped migrate estimates, quotes, invoicing and receivables into its platform, integrated ChargeOver with QuickBooks via API, and automated sales‑tax calculation by zip code. As a result, billing is now handled in a few hours a month instead of a full-time role—eliminating one full-time position’s worth of administrative work—most customers pay immediately with cards on file, and NetSafe Solutions reallocated staff to hire a sales assistant and allowed leadership to focus on growth.

NetSafe Solutions

George Hayner

Chief Executive Officer