Syncro provides multiple ways for you to apply payments to open invoices. You can take full or partial payments, take an overpayment (for customer credit), and split payments across multiple invoices. You can even apply funds to multiple customer invoices from a single screen.

Prerequisites

Before you can pay an invoice, you must define your available Payment Methods. Some of these may require additional set up. 

See Payment Methods and About Payment Processor Integrations for details.

Take a Full or Partial Payment

Notes: 

• These instructions assume you have already created an invoice and have at least one line item charge on it.
• If the Customer has multiple open invoices, Syncro lists them all. This means you can apply payments to multiple invoices from a single screen as seen in step 3. See also Split Payments Across Multiple Invoices.

To take a full or partial payments, follow these steps:

1. Navigate to the Invoices tab/module.
2. Click the hyperlinked number of the invoice to open the Invoice's Details Page.
3. At the top, click Take Payment:
   
   
   If only one invoice is open for the customer, Syncro displays a New Payment page that looks like this:
   
   
   If you have multiple open invoices for a customer and you take a payment, Syncro displays the New Payment page showing all OPEN INVOICES at the top. The invoice you clicked Take Payment from has its “Received” box checked, and the “Amount to Apply” field is prefilled for a full payment:
   
   
4. In the “Payment Amount” field (or "Amount to Apply" field when there are multiple invoices), verify the amount. Or, you can change it to take a partial payment.
5. Below the “Payment Date” field, use the second dropdown menu to select a Payment Method:
   

Notes: 

• Depending on how your payment integrations/payment methods are configured and what you select, Syncro prompts you for additional information (e.g., enter the credit card number, select a stored Payment Profile, etc.).
• When you change the payment method to “Cash,” Syncro displays an “Amount Tendered” area to help you calculate any change:
  

6. If desired, enter or change any other fields. (For example, you would enter a First and Last Name here if the credit card you're accepting is under a different name.)
7. Click Take Payment. Syncro displays a success page:
   
8. Click Continue. 
9. If Syncro detects an open ticket associated with the invoice, the following screen displays:
   
   
10. Click Continue to return to the invoice's Details page. Alternatively, click Resolve Ticket to resolve it, or View in New Tab to see the ticket's Details Page.
    
    When you go back to the invoice's Details Page, you'll see that Syncro marked it accordingly:
    
    
    or
    
    
    The invoice will not be marked as Paid until the customer pays the remaining balance.

Take an Overpayment for Customer Credit

When you take an overpayment on an Invoice, Syncro applies the remainder to the Customer for credit on future invoices.

Note: These instructions assume you have already created an invoice and have at least one line item charge on it.

To take an overpayment, follow these steps:

1. Navigate to the Customers tab/module.
2. Click the hyperlinked Name/Business of a customer to open their Customer Details Page.
3. From the +New button menu, select "Payment:"
   
   Syncro displays the New Payment page, with the customer's Open Invoices shown at the top:
   
   
4. Check the “Received” box to prefill the "Amount to Apply" field with the full amount. (In this example, the full payment amount would be $600.)
5. Below the “Payment Date” field, use the second dropdown menu to select a Payment Method.
6. In the “Payment Amount” field, enter the overpayment amount. (In this example, the overpayment amount is $800. This means $200 will remain as future customer credit.)
7. Click Take Payment. Syncro displays the success page:
   
8. Click Continue. Syncro displays the Invoice Details page with the invoice marked paid:
   
   
9. If desired, navigate back to the Customer's Details Page and scroll to the Payments section. You'll see the amount paid for the invoice (here, $800):
   
   
   Click the caret to expand the section. Syncro shows how much of the payment was applied to the invoice.

Split Payments Across Multiple Invoices

A Customer can have multiple open Invoices, each with a different balance due. When you take a payment, you can decide to split that payment across them.

After you click Take Payment on a specific Invoice, the New Payment page displays:

At the top you'll see the amount (for the Invoice you clicked Take Payment from) that's due. Syncro automatically checks the "Received" box in the relevant row for that invoice, adding the full balance of the invoice to the "Amount To Apply" field by default.

However, Syncro also lists each Open Invoice for this customer in a row with some information about it, including its Invoice Number, Date, and Balance Due. 

In this example, the customer will pay $150, which you can split across these two open invoices. Simply check the “Received” box and the remaining amount will be applied to the second open invoice:

Tips: 

• Click the box in the “Received” header row to check/uncheck all the boxes and apply/remove the payment to/from all listed invoices.
• The Unsettled Payments report (available under Admin > Reports in the Payments section) can help you track these:
  

Take a Quick Payment

Notes: 

• Quick Payments automatically use the first Payment Method defined in Syncro.
• Quick Payments are not recommended for non-Admin users. That's because Taking a Full Payment also captures the specific Payment Method and prompts you to close a Ticket if necessary. 
• Quick Payments are marked with the generic Payment Method: “Quick.” 
• Quick Payments can be disabled in Invoice Settings (Admin > Invoices - Preferences by unchecking the “Disable Quick Payments Button” box.

Syncro's Quick Payment feature lets you mark invoices as “Paid” with a single click. 

To take a quick payment:

1. Navigate to the Invoices tab/module and then open an invoice.
2. Select “Quick Payment” from the Actions button menu:
   
   Syncro indicates a successful payment and the invoice is marked as Paid (in full):