After you've explored your Syncro Trial, you'll likely want to convert to a paid subscription. This guide will help you understand the subscription plans that are available, and understand how we'll be billing you (per user and per any add-ons). You will also learn how to make payments and grab your copies of invoices, as well as change your plan at any time. 

Step 1: Set Up Your Syncro Account Profile

If you haven't already, use the step-by-step instructions in Set Up Your Syncro Account Profile and do this now.

Step 2: Understand Syncro Subscriptions & Billing

Syncro offers Annual and Monthly subscription plans for our Core and Team Plans. 

Annual subscriptions are billed for the full year up front. Monthly subscriptions are billed on the same day each month. Our subscription plans will automatically renew at the end of the billing cycle unless we are contacted and requested to stop the automatic renewal.

If you want to cancel your subscription, you must do so at least 30 days in advance. While we'd be sad to see you go, we do provide a Pre-Cancellation checklist to make the process easy.

If an invoice is not paid within our payment window, your subscription may also expire. If you want to resubscribe to Syncro, you will be required to pay for any past-due invoices(s) first.

Find out the current cost of Syncro's Core and Team Plans, for both annual and monthly subscriptions using Syncro Subscriptions & Billing.  

Step 3: Get Clear About Per User Billing

Syncro's subscription billing structure is on a per-user basis. You will be billed for the number of Syncro Users you have active at the time of your subscription renewal.

You can add or “enable” users, as well as disable users on your account at any time during your billing cycle. 

Tip: To learn how to add or disable Syncro account users, refer to Add & Assign Users to Security Groups.

Review the details in About Syncro Account User Billing, and make sure you know when and how you'll be billed for new users. (Bonus: Understand how to ensure you're not billed for any users you no longer need.)

Step 4: Learn About Syncro Add-Ons

We offer a number of third-party integrations or “add-ons” that you can use and resell to your own customers. These add-ons are billed directly through Syncro to you. Any enabled add-ons will be billed via a monthly invoice. If you are on an annual subscription, you will still be billed monthly for all add-ons.

Learn about the Add-Ons Syncro offers. (Bonus: Check out About Universal Billing to see how you can pass the cost onto your customers for these services.)

Step 5: Make Your Syncro Account Payments

We currently accept payment via credit card or ACH.

To update your payment information within Syncro, you'll need to be an active Admin user. Navigate to Account Settings then in the Subscription section, click Manage and select “Payment Method.” You can also update your payment information via the link at the bottom of your invoices from Syncro.

If you have problems making a payment, you can always reach out to our billing team at billing@syncromsp.com for assistance.

Check out Make Syncro Account Payments and find out what happens when a payment is declined.

Step 6: Get Your Syncro Account Invoices

Our billing system sends out multiple billing notifications that include invoices, upcoming charges, and more during your time with Syncro. 

Note: Unless you tell us otherwise in a tax-exempt certificate, we do collect sales tax in certain states. 

The main email listed on the Syncro account upon account creation is automatically the email we keep on file and use for these notifications. However, you can always change this.

Additionally, you can always view and download past invoices directly from your Syncro account.

Visit Get Syncro Account Invoices to learn about what happens when your Syncro Account has a past-due Invoice. (Bonus: Check if Sales Tax applies in your state.)

Step 7: Make Syncro Account Subscription Plan Updates 

You can update your subscription plan at any time within Syncro. For example you can switch an annual subscription to a monthly subscription, or a monthly subscription to an annual subscription. You can also change between Core and Team plans. However, not all subscription updates will take effect right away.

Learn more about the different options in Make Syncro Account Subscription Plan Updates.