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Invoicing Setup Guide

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Updated at Jul 07, 2025
By Kali Patrick

Table of Contents

Step 1: Customize Invoice Settings Step 2: Set Default Payment Terms Step 3: Configure Open Invoice Reminders Step 4: Configure a Default Tax Rate Step 5: Configure Syncro to Take Payments Step 6: Create Recurring Invoices Step 7: Integrate Syncro with Pax8 Next Steps

Related Docs

  • Administration Setup Guide
  • Organization & Ticketing Setup Guide
  • RMM Setup Guide
  • Automation Setup Guide

If you're a Business Leader or Biller who's new to Syncro, here are some important first steps you should take to learn about Syncro's invoicing features and get your account configured for billing.

Notes: 

  • Throughout the documentation, you'll sometimes see text in italic font. This means the term is defined in our Syncro Glossary.
  • For a high-level overview of where things are in Syncro, see About the Syncro Header & Primary Navigation Bar.
  • You can also download this guide as a PDF. 

Step 1: Customize Invoice Settings

If you will be sending your clients Invoices from Syncro, it's a good idea to customize how they will appear.

Snippet: Invoice Settings

Watch this short video to learn more: 

 
 

Review the Invoice Settings Reference and customize them now.


Step 2: Set Default Payment Terms

Payment Terms allow you to automate late fees for overdue Invoices. This can encourage your clients to pay on time and helps you keep track of any overdue invoices. 

Syncro's Payment Terms are flexible and you can customize them as desired. For example, you can have Syncro:

  • Set due dates for invoices.
  • Add late fees as line items when clients miss a payment due date.
  • Create maximum and minimum amounts for late fees.
  • Automate late fees to trigger each month an invoice remains unpaid.
  • Send you an alert whenever a late fee is added to an invoice (via the Notification Center).

Use the step-by-step instructions in Manage Payment Terms to set your default terms for your invoices.


Step 3: Configure Open Invoice Reminders

The Open Invoice Reminders feature in Syncro allows you to send automated reminders for open invoices based on the age of the invoice.

Watch this short video to learn more:

 

Use the step-by-step instructions in Open Invoice Reminders and create one now.


Step 4: Configure a Default Tax Rate

You can have multiple tax rates in Syncro. The tax rate that appears first in the list of tax rates becomes the default tax rate. This means that while you can change it for specific Organizations and/or Products when you need to, you never have to.

Use the step-by-step instructions in Configure Tax Rates to set your default tax rate now.


Step 5: Configure Syncro to Take Payments

To take payments, you have a few options.

If you don't use an accounting platform, you'll need to integrate a payment processor. Worldpay is our most comprehensive option, and is the option you'll need to use if you want to accept ACH.

If you have accounts already set up properly, you can integrate Syncro with either QuickBooks (online or desktop versions) or Xero. In this case, you can still integrate a payment processor if you want to (for example, to take credit cards via Stripe).

Integrating your accounting platform with Syncro streamlines your financial processes by automatically syncing invoices, expenses, and payments. This saves time, reduces errors, and provides real-time financial visibility. These in turn simplify bookkeeping, enhance financial reporting, and ease tax preparation. 

Watch this short video to learn more:

Learn about the different Payment Processor Integrations, then follow one of the links inside the document to configure your preferred payment processor. 

Check out Integrating QuickBooks or Set Up Xero Online and do this now. (You may want to set aside a some extra time for this step.)


Step 6: Create Recurring Invoices

To familiarize yourself with Syncro's invoicing feature, you may want to first manually create an Invoice. 

Watch this short video to learn more:

A Recurring (or Scheduled) Invoice is a template from which many individual invoices are created. 

You can use Syncro's Recurring Invoice feature to generate and automatically send invoices to an Organization you support. If you use an integrated Payment Gateway and saved Payment Profiles, a recurring invoice can also automatically charge them.

Watch this short video to learn more:

Use the step-by-step instructions in Work with Recurring Invoices to create one now. You may also want to familiarize yourself with the different Line Item Types for Recurring Invoices. 


Step 7: Integrate Syncro with Pax8

With the Pax8 integration, you can automate the billing of products you resell using Pax8, right through Syncro.

If you want to do this, learn more about how to get started with Pax8.


Next Steps

If you've completed these steps, you have a great start to your Billing setup in Syncro!

  • To deepen your knowledge of Billing and other PSA-related features, you can poke around in our Invoice & Payments-related documentation.
  • Or, see the Related Docs section for other overview/setup guides.
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