Syncta makes it easy to collect payment from your customers! With our integrated payment processing tool, you can automatically charge a customer's saved credit card or you can have them make a one-time payment.
If you would like to take advantage of this feature with Syncta, you need to set up a Stripe account. Click here for more information about Stripe's pricing plan.
1. To set up your Stripe account and connect it to Syncta, select Administration from the navigation menu, and then select Invoicing Options.
2. Click Connect with Stripe.
3. Follow the on-screen prompts to set up your Stripe account (or connect your existing account) and you will be all set!
Once this is set up, customers can enter their credit card information using the Customer Portal or you can enter a credit card for the customer on their page in Syncta. When you have a credit card on file for a customer, you have the option to charge their card and send them a copy of the paid invoice.
4. If you want your customers to receive a link in the email with the invoice to make a one-time payment, select Yes from the One Time Payment Link In Invoice Email dropdown list.
Note: You must subscribe to the Customer Portal feature in order to enable the one-time payment link. Click here for more information about what's offered in each of Syncta's plans.
Let us know if you have any questions! We are happy to help.