Easily create and send invoices to customers
Invoices are automatically generated for each test that is performed in Syncta. Testers have the ability to add additional line items to an invoice while they are entering the test results. This makes it easy to include additional charges for repairs or extra time spent. New invoices not related to a test can also be created within Syncta. Keeping all your invoicing needs in one spot.
After an invoice is created, you can email a copy of it to the customer with the click of a button. If you prefer you can print and deliver a paper copy with the test report.
If you have a credit card on file for the customer you can bill them directly for the invoice. Customers can also pay for their invoices online using the Customer Portal. We are directly integrated with Stripe for credit card processing.
Manage past due invoices and quickly send follow-up emails to customers
Every invoice is tracked until it is marked paid. If you charge a customer’s credit card directly in Syncta we will automatically mark that invoice as paid. But if you are waiting to receive payment from the customer then you will be reminded of this.
The past due invoices section shows you which invoices are past due and allows you to send a follow-up reminder to the customer at 30, 60, and 90 days past due. Never lose track of unpaid invoices or wonder when you last notified a customer of the past due invoice!
Want to continue using a third party billing service?
No problem! We can provide an export from Syncta for you to import into the other system. If you are using QuickBooks Online we are setting up a direct integration that will automatically import billing information when tests are completed.
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