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 have them make a one-time payment.
If you want to use this feature with Syncta, you need to set up a Stripe account first. See Stripe's pricing plans to learn more.
1. To set up your Stripe account and connect it to Syncta, select Administration from the navigation menu in Syncta, 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.
Once this is complete, 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 can also charge their card and send them a copy of the paid invoice.
4. If you want your customers to receive a link in their invoice email to make a one-time payment, select Yes from the One Time Payment Link In Invoice Email dropdown list.