Take command of your cash flow with Syncro Payments (powered by Stripe). This integration streamlines your entire billing cycle, allowing you to:

• Flexible payment methods: Easily process credit cards and ACH/bank transfers.
• Effortless automation: Securely store payment profiles for seamless recurring invoices.
• All-in-one management: Enjoy a seamless, unified experience for payment processing, support, and reporting, with easy access to the integrated Stripe Dashboard for monitoring transactions and transfers from within the Syncro platform.

Instead of just processing revenue, your clients get a friction-free payment experience that helps you get paid faster and keep more of what you earn.

Notes: 

• Since Syncro Payments is powered by Stripe, PCI compliance is handled through Stripe directly. 
• When switching to Syncro Payments, be sure to re-enter your Stored Payment Profiles. Profiles currently stored in Worldpay, Stripe, or Authorize.net will not be imported during the Syncro Payments setup.

Set Up

To start using Syncro Payments (powered by Stripe), follow these steps:

1. Navigate to Admin > Integrations - App Center.
2. Select the Syncro Payments app card. (You'll find Syncro Payments under the “Payments” category.)
3. Click Sign Up for Payments.
4. Move through the wizard to set up your account.  Use the Back and Continue buttons as necessary.
   • Provide business details including your location, type, and industry as well as personal details like your legal name, email, and address. For example:
     
   • Select a bank account for payouts and provide some public details that will be displayed to your customers. For example:
     
5. Review your information carefully and make any changes:
    
6. Click Submit. While our partner is verifying your information, the payments account will be in a Pending Review state:
   
7. When verification is complete and your payments account is Active, you can click Go To Payments Dashboard to view transaction history, manage payouts, and update your settings:
   
   Note: If verification is unsuccessful, first verify and update your account details. If you continue to receive a Rejected status, then click the link to Contact Support.
   

Use the Syncro Payments Dashboard

The Syncro Payments Dashboard allows you to track fees and money transfers so you can easily monitor your finances. 

If necessary, an Action Required banner will appear to alert you about urgent tasks, such as providing missing business information, to ensure you can continue processing payments and payouts without interruption. You can resolve any issues by clicking Update before the specified deadline to keep your account fully functional:

The left panel that's organized into five sections: Payments, Payouts, Finances, Reporting, and Account. These are described in detail in subsequent sections.

Note: Any Export buttons follow a "what you see is what you get" logic: it only exports the data that matches your current filters.

Payments

The Payments page is your command center for tracking every dollar coming into your business, allowing you to monitor successful transactions and manage customer disagreements in one place.

It's selected by default when you first open the Syncro Payments Dashboard. Here you see details for every entry, including the customer's email, the specific currency used, and the final payment status (Paid (green) or Disputed (gray). 

Toggle between the All subtab to see your complete transaction history and the Disputes subtab to focus specifically on payments being challenged by customers:

The available filters automatically update based on your active subtab to show the most relevant data:

• In the "All" view: Filter by Amount, Date, Status, and Payment Method.
• In the "Disputes" view: Filter by Reason, Status, Amount, Disputed Date, and Respond By deadline.

In the Disputes view, you can track critical timelines with the Respond By column and monitor progress through statuses like Action Required (orange), In Review (gray), or Dispute Won/Lost (green/red).

Use the Export button to download a CSV of your filtered payment or dispute data for external analysis or record-keeping.

Payouts

A payout is the transfer of funds from your Stripe account balance to your linked bank account or debit card. It represents your take-home earnings after processing fees, refunds, and chargebacks have been deducted.

The Payouts page is where you manage the final step of your billing cycle: moving your processed earnings from the platform to your personal or business bank account. 

Use this page to track the status of your deposits and manage your payout schedule.

• Payout Summary: View your Total balance alongside funds currently On the way to your bank and their Expected arrival date.
• Pay Out / Move Money: Use this primary action button to manually trigger a transfer of your available funds.
• Filters: Quickly sort your history by Status, Amount, (Payment) Method, or Date to monitor your cash flow.
• Destination Details: See exactly which bank account (ending in ****1234) received the funds for each specific transaction.
• Data Export: Click Export to download a CSV of your payout history, which is essential for matching your platform activity with your bank statements.

Finances

The Finances page serves as your real-time ledger, providing a live view of your current available balance and a searchable history of all money movement within your account. 

Use this page to monitor your funds as they transition from pending to available and to track specific debits or credits as they occur.

• Available Balance: Displays the total amount of funds currently ready for payout or transfer.
• Account Selector: If you manage multiple accounts, use this dropdown to toggle between different currency balances or sub-accounts.
• Transaction Status Tabs: Quickly filter your activity feed by Posted (completed), Pending (in-progress), or Cancelled transactions to see exactly where your money is in the pipeline.
• Move Money: This button allows you to manually initiate payouts or transfer funds between accounts.
• Transactions Table: Shows the date, counterparty (e.g., "Jenny Rosen"), and whether the entry was a Credit (incoming) or Debit (outgoing).

Reporting

The Reporting page serves as your secure document archive, primarily housing the official financial records and tax statements required for your business accounting. 

Use this page as your one-stop shop for downloading historical data that validates your processing activity and tax liabilities. Example documents include:

• Annual Tax Forms: If you meet the processing thresholds, your official IRS Form 1099-K (or regional equivalent) will appear here every January for easy download.
• Reconciliation Reports: Periodically generated summaries that bridge the gap between your gross sales and your actual bank deposits, perfect for end-of-month bookkeeping.
• Fee Summaries: Detailed breakdowns of the platform and processing fees collected over a specific period, helping you track your cost of doing business.

Note: Official records like Tax Invoices and 1099-K forms are typically provided as PDFs, while data meant for bookkeeping and analysis (such as transaction logs) are downloaded as CSVs.

Account

The Account page is where you'll manage your business identity, payment preferences, and hardware configurations. Use this page to keep your professional details current, customize how you accept payments from customers, or Disable Syncro Payments altogether. 

The Account Settings subtab contains the legal and operational foundation of your payment account:

Click the appropriate Edit links to:

• Manage your official business name, website, and physical address to ensure accurate tax reporting and verification. 
• Customize the support information, such as your phone number and address, that appears on customer statements and invoices. 
• Keep your primary account representative's contact information and personal details updated for security and compliance purposes.

Disable Payments

At the top of the Account page, you'll find the Enable Syncro Payments toggle:

Since switching this off immediately halts all processing, including recurring invoices and online checkouts, you'll be asked to confirm:

Click Disable Payments to continue.

While processing stops, your payout and bank details are securely saved, allowing you to restore full functionality instantly if you re-enable the service in the future.

Re-Enable Payments

To re-enable Syncro Payments after you've disabled them, follow these steps:

1. Navigate to Admin > Integrations - App Center and select the Syncro Payments app card.
2. Click Go To Payments Dashboard.
3. Click the Account subtab.
4. Switch the Enable Syncro Payments toggle to the on position.

Processing resumes, with full functionality is instantly restored.