A Payment Profile allows you to store your customer's payment information, which you can then use to collect one-time invoice payments or automatically charge for recurring invoices. 

Prerequisites

You must integrate Syncro with a payment processor before you can store payment information for your Customers in a Payment Profile.

Note: You may also want to set up Customize & Assign Notifications related to Payments. See the available options in the Payments section of the Notification Events Reference.

Create a Stored Payment Profile for Your Customer

Note: Syncro sends stored payment methods to the gateway. Syncro only stores the Nickname and a Profile ID; we do not store credit card information.

To create a payment profile for your customer, follow these steps:

1. Navigate to the Customers tab, then click a specific customer to open their Customer Details Page.
2. Scroll to the “Stored Payment Profiles” section:
   
3. Click +New. Syncro displays the New Stored Payment Method page:
   
   Note: The “Via Credit Card” subtab appears for Syncro-Stripe integrations. A "Via ACH" subtab appears for Syncro-Worldpay integrations, and a “Via Authorize” subtab appears for Syncro- Authorize.net integrations.
4. Enter the customer's credit card information, then click Store Payment Profile. Syncro displays the Additional Information for Your Payment Profile page:
   
   
5. If desired, change the Nickname.
6. Update the Expiration Date to the correct month and year. (Because Syncro doesn't store any credit card data, this field defaults to the current month and year. If you do not change this manually, Expiring Payment Profile Reminders may not work as expected.)
7. Click Save. The new profile appears in the customer's Stored Payment Profiles section, as shown in step 2.

Tips: 

• The Nickname and Expiration Date cells in the “Stored Payment Profiles” section are inline editable. Just click and type to change them. 
• To delete a Stored Payment Profile, click the red X next to it, then click OK. The payment profile will automatically be removed from any recurring invoices.

Encourage Customers to Manage Payment Profiles in the Portal

Alternatively, your customer can create and manage their own payment profile in the Portal, as long as they have appropriate access in the Account Overview section. For more information, see About the Customer Portal.

Use a Payment Profile to Charge a Customer 

If your customer has one or more payment profiles, you can use one to charge your customer.

When you select Credit Card as the payment method, Syncro displays the “Use a Stored Payment Profile” dropdown menu:

See Manage Invoice Payments for more information about taking payments.

When you set up a Recurring Invoice, Syncro displays the “Auto Charge Payment Profile on File” box in the Billing section. Check it and then select the Payment Profile to Use:

Note: If you select “Make Recurring” from an existing invoice, Syncro displays the Payment Profile options in the Add Recurring Schedule popup:

See Create a Recurring Invoice for more information about recurring/scheduled invoices.