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ChargeOver might be a bit more popular than Portfolio Performance. We know about 1 link to it since March 2021 and only 1 link to Portfolio Performance. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
To keep track of investment performance I use the open source tool PortfolioPerformance. It’s stored locally and not in the cloud (like an excel sheet) and gives a pretty nice interface with stats and graphs. (See: https://portfolio-performance.info). Source: almost 2 years ago
I work for a SAAS recurring billing platform, chargeover.com from my experience you do not need to send them an invoice. If they agree to terms when they signup you could just run a payment against their card on file and send them a payment receipt. It's a pretty slick deal, and there are loads of other options you could enable as well. But to your question it's more common than you think not to send invoices... Source: almost 3 years ago
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