Syncro allows you to accept credit cards, cash, checks, and offline credit cards as payment methods from your customers. 

A payment method consists of a descriptive Name you'll recognize later, and a Payment Type. The payment type is what ultimately defines the behavior of the payment method. 

You will likely integrate Syncro with a payment processor like Stripe to take credit card payments. (Note that only one credit card integration can be enabled/active at a time.) 

However, if you want to project or track processing fees in payment reports, you can create one Payment Method named “Visa” with type “Credit Card” and another Payment Method named “Mastercard” with a type “Credit Card.”

Create a Payment Method

To create a new payment method, follow these steps:

1. Navigate to Admin > Invoices - Payment Methods:
   
   
   Syncro displays the Payment Methods page containing the current list for your account:
   
   
   Note: The order of your Payment Methods on this page affects how they appear in the payment method dropdown when you take payments. We recommend sorting from most to least common.
    
2. Click New Payment Method. Syncro displays the Payment Method pop-up window:
   
3. In the Name field, provide a meaningful name.
4. Using the Payment Type dropdown menu, select a type. Options include: 

• ACH/Check: This payment type requires you to submit a Routing Number and an Account Number for secure storage. (This type requires an active Worldpay ACH integration.) 
• Credit Card: This payment type requires you set up a payment processor integration and run a live credit card to complete a successful payment. If you don't have an integration set up yet, the Credit Card payment type works like Other. 
• Cash/Tender Change: This payment type is treated like cash. Syncro will prompt you for a total/tendered amount and calculate any change for you.
• Other: Use this payment type with no special behaviors.
• Quick: This is the payment type used for Syncro's Quick Payment feature (unless disabled in Invoice Settings).
• Store Credit: This payment type can be used for Refunds and Customer Purchases to give the customer monetary credit on their account with you.

5. If desired, check the “Require Reference Number” box. For example, you might want to make sure the check number is recorded when taking check payments so your accountant can associate the payment(s) with the relevant check.
6. Click Save. Syncro displays your new Payment Method in the table.
7. Optionally, reorder your new payment method.

Edit or Delete a Payment Method

To edit or delete a payment method, navigate to Admin > Invoices - Payment Methods:


Syncro displays the Payment Methods page containing the current list for your account.

To edit a payment method, follow these steps:

1. Click the checkbox (middle) icon in its row:
   
   Syncro displays the Payment Method pop-up with the existing values shown. 
   
   Note: You can only edit the Payment Type field, not the Name of the payment method. That's because renaming a method that has existing payments associated with it could lead to unexpected results.
2. Click Save. Syncro displays your change in the Payment Methods table.

To delete a payment method, click the red X (last) icon in its row. Then click OK to confirm. 

Syncro no longer displays it in the Payment Methods table, and you can no longer use it to accept payments. Payments previously taken with the deleted method, however, will still reference it.

Reorder Payment Methods

The order of your Payment Methods matters for a few reasons:

• For Credit Card payments, Syncro uses the first payment method in the list with a Payment Type of “Credit Card” when customers pay through their Customer Portal.
• For Quick Payments, Syncro uses the first method listed. 

To reorder your Payment Methods, use the triple-line () icon to drag and drop methods in the order you want.