This guide covers Syncro subscription management, explaining how to set up the account profile, understand per-user billing and add-ons, make payments, retrieve past invoices, and update subscription plans.

Step 1: Set Up Your Syncro Account

If you haven't already, use the step-by-step instructions in Set Up Your Syncro Account and do this now.

Step 2: Understand Syncro Subscription Options

Syncro offers annual, monthly, and annual with monthly billing subscriptions for our Core and Team Plans. Many people find that the Annual with Monthly Billing option offers the most strategic advantage for a growing business.

However, choosing the right subscription is all about balancing cash flow with long-term stability. 

Learn how to choose the best subscription for your needs.

Step 3: Get Clear About Per-User Billing

Syncro's billing structure is on a per-user basis. You will be billed for the number of Syncro Users you have active at the time of your subscription renewal.

You can add or “enable” users, as well as disable users on your account at any time during your billing cycle. 

Tip: To learn how to add or disable Syncro account users, refer to Add & Assign Users to Security Groups.

Review more details in About Syncro Account User Billing, and make sure you know when and how you'll be billed for new users. (Bonus: Understand how to ensure you're not billed for any users you no longer need.)

Step 4: Learn About Syncro Add-Ons

We offer a number of third-party integrations or “add-ons” that you can use and resell to your own customers. These add-ons are billed directly through Syncro to you. Any enabled add-ons will be billed via a monthly invoice. If you are on an annual subscription, you will still be billed monthly for all add-ons.

Learn about the Add-Ons Syncro offers. (Bonus: Check out About Universal Billing to see how you can pass the cost onto your customers for these services.)

Step 5: Make & Update Syncro Account Payments

We currently accept payment via credit card or ACH.

To update your payment information within Syncro, you'll need to be an active Admin user. Navigate to Account Settings then in the Subscription section, click Manage and select “Payment Method.” You can also update your payment information via the link at the bottom of your invoices from Syncro.

If you have problems making a payment, you can always reach out to our billing team at billing@syncromsp.com for assistance.

Check out Make Syncro Account Payments and find out what happens when a payment is declined.

Step 6: Get Your Syncro Account Invoices

Our billing system sends out multiple billing notifications that include invoices, upcoming charges, and more during your time with Syncro. 

Note: Unless you tell us otherwise in a tax-exempt certificate, we do collect sales tax in certain states. 

The main email listed on the Syncro account upon account creation is automatically the email we keep on file and use for these notifications. However, you can always change this.

Additionally, you can always view and download past invoices directly from your Syncro account.

Visit Get Syncro Account Invoices to learn about what happens when your Syncro Account has a past-due Invoice. (Bonus: Check if Sales Tax applies in your state.)

Step 7: Make Syncro Account Subscription Updates 

You can update your subscription at any time within Syncro. However, not all subscription updates take effect right away. Please read the sections below to understand how different selections will affect your subscription.

There are changes that take effect immediately and changes that take effect at the end of the current subscription period.

Learn more about this in Update Your Subscription