If you're a Business Leader or Biller who's new to Syncro, here are some important first steps you should take to learn about Syncro's invoicing features and get your account configured for billing.

Notes: 

• Throughout the documentation, you'll sometimes see text in italic font. This means the term is defined in our Syncro Glossary.
• For a high-level overview of where things are in Syncro, see About the Syncro Header & Primary Navigation Bar.
• You can also download this guide as a PDF. 

Step 1: Create an Invoice

To familiarize yourself with Syncro's invoicing feature, let's first manually create a new invoice. This will also help you understand how to work with line items and pending Ticket charges. 

Watch this short video to learn more:

Use the step-by-step instructions in Create an Invoice and do this now.

Step 2: Configure Open Invoice Reminders

The Open Invoice Reminders feature in Syncro allows you to send automated reminders for open invoices based on the age of the invoice.

Watch this short video to learn more:

 

Use the step-by-step instructions in Open Invoice Reminders and create one now.

Step 3: Customize Invoice Settings

If you will be sending your clients Invoices from Syncro, it's a good idea to customize how they will appear.

Step 4: Integrate Your Accounting Platform

Integrating your accounting platform with Syncro streamlines your financial processes by automatically syncing invoices, expenses, and payments. This saves time, reduces errors, and provides real-time financial visibility. These in turn simplify bookkeeping, enhance financial reporting, and ease tax preparation.

If you have accounts already set up properly, you can integrate Syncro with either QuickBooks (online or desktop versions) or Xero. 

Watch this short video to learn more:

Check out Integrating QuickBooks or Set Up Xero Online and do this now. (You may want to set aside a some extra time for this step.)

Step 5: Create Recurring Invoices

A Recurring (or Scheduled) Invoice is a template from which many individual invoices are created. 

You can use Syncro's Recurring Invoice feature to generate and automatically send invoices to an Organization you support. If you use an integrated Payment Gateway and saved Payment Profiles, a recurring invoice can also automatically charge them.

Watch this short video to learn more:

Use the step-by-step instructions in Work with Recurring Invoices to create one now. You may also want to familiarize yourself with the different Line Item Types for Recurring Invoices. 

Step 6: Integrate Syncro with Pax8

With the Pax8 integration, you can automate the billing of products you resell using Pax8, right through Syncro.

If you want to do this, learn more about how to get started with Pax8.

Next Steps

If you've completed these steps, you have a great start to your Billing setup in Syncro!

• To deepen your knowledge of Billing and other PSA-related features, you can poke around in our Invoice & Payments-related documentation.
• Or, see the Related Docs section for other overview/setup guides.