Store Credit

Displays any credit this Customer has on file in the Payments section of their Customer Details Page.

This field (and the +Add Store Credit button) only appear after a Customer exists (e.g., on the customer’s Edit page). 

See also: About the Customer Details Page, Store Credit.

Tax Rate

The sales tax rate to charge the Customer.

If this field is empty, Syncro uses the default tax rate as a fallback. Find tax rates under Admin > Invoices - Tax Rates. (The default rate is always the first one in the table.)

Tax Free

When checked, any billables for this Customer will not be taxed.

Enable Portal User

When checked, the Customer must use a password to access the Customer Portal.

If an Email is present, the Customer will receive an invitation to access their portal. If no Email is present, you can set up a portal account manually using the Portal Login Override fields.

Portal Group

Select the security group you want this Customer to belong to for Customer Portal Access.

Displays only when the Enable Portal User box is checked.

Find security groups for the Customer Portal under Admin > Customers - Portal User Permission Groups. 

See also: Work with Portal Users & Permission Groups.

Require MFA

When checked, this Customer’s Portal will require Multi-Factor Authentication (MFA).

Displays only when Enable Portal User box is checked.

This field only appears if you do not have the “Enable New Portal UI for All Customers” setting enabled in your Update Your Syncro Account settings. You can change this setting at anytime.

Notes: 

• If the account-wide setting is enabled then disabled, this action will reset (un-check) this box for all Customer (Organizations) that had this setting enabled. 
• This per-Customer setting is available whenever the account-wide setting is disabled.

Tags

Type the name of a new Tag and press Enter to add it to the list. Or select from previously-entered tags using the drop-down menu, where you can see Recent and All tags. 

Tags you create can be used across Customers. 

See also: Customer Tags. 

Portal Login Override

Type the username this Customer will use to log into their portal.

Displays only when the Enable Portal User box is checked.

Portal User Password / Password Confirmation

Type the password this Customer will use to log into their portal.

Displays only when the Enable Portal User box is checked.

Enable Remote Access

When checked, this Customer can remotely access to assets you specify by policy via their portal. 

Requires you to enter a Customer Email, and check the Enable Portal User and Require MFA boxes.

End-user remote access carries an additional monthly charge. 

See also: Remotely Access a Machine.

Security Groups

Scopes the Customer's information to a specific security group.

This is if you're using Multiple Customer Permissions under Admin > Syncro Administration - Security Groups.

Appears in a QuickBooks Online Payments section only if using the QuickBooks accounting integration.

See also: Set Up QuickBooks Online (QBO).

Appears in a QuickBooks Online Payments section only if using the QuickBooks accounting integration. 

See also: Set Up QuickBooks Online (QBO). 

SMS Service Enabled

When checked, the Customer will receive text messages on their mobile number.

If you have the Turn On SMS By Default box in Admin > Customers - Preferences checked, this box appears checked by default.

Receive Billing | Marketing | Report Emails

When checked, the Customer will receive emails of these types.

Marketing emails are generated using the Mailer. Report emails are sent by the Report Scheduler.

No Email of Any Kind (Includes Contacts)

When checked, no emails will be sent to this Customer (or any Contacts associated with this Customer). 

See also: Create a Contact, Disable Sending Email to a Customer.

Additional Notification Email Addresses

Any addresses you’d like copied on emails related to this Customer (comma-separated list).

This includes emails related to billing, invoicing, tickets, etc. Use with caution; as this can generate lots of emails. 

For example, If the business owner’s email is on a company domain but they also prefer to copy a Gmail address. 

Additional Invoice CC Email Addresses

Any email addresses you’d like copied specifically on invoices that are sent to this Customer (comma-separated list).

See also: Create an Invoice.

Additional Ticket Matching Email Addresses

Any email address to attach to this customer when tickets are emailed in, in addition to the main Customer and Contact emails (comma-separated list).

Default Estimate | Ticket | Invoice Templates

The templates you’d like Syncro to use for estimates, tickets, and/or invoices sent to this customer.

Find templates under Admin > Syncro Administration - PDF/Email Templates.

Default Invoice Terms

The invoice terms to associate with this Customer.

Find Invoice Terms under Admin > Invoices - Payment Terms.