Managing Payments in Synero

Synero’s Payments Module offers a comprehensive overview of all transactions, allowing you to monitor, update, and export payment records efficiently. Here’s how to manage payments within Synero:​:contentReference[oaicite:0]{index=0}

Viewing Payment Records

Access the ‘Payments’ section in your Synero dashboard to see a complete list of transactions. Utilize the search bar and filters to locate specific payments based on criteria such as date, customer name, or payment status. You can also sort the payment records in ascending or descending order by clicking on the column headers.​:contentReference[oaicite:1]{index=1}

Updating Payment Status

Payments processed online through integrated gateways like Stripe or PayPal are automatically marked as ‘Paid’. For payments marked as ‘Pending’ (e.g., local payments to be collected in person), you can manually update the status:​:contentReference[oaicite:2]{index=2}

1. Locate the Payment:
   • Find the specific transaction in the payments list.
2. Access Payment Details:
   • Click on the three-dot menu at the end of the payment row and select ‘Info’.
3. Edit Payment Status:
   • In the payment details window, click the ‘Edit’ button.
   • Update the status to ‘Paid’ if full payment has been received, or leave it as ‘Pending’ if awaiting partial payment.
   • Save the changes to update the payment record.

Exporting Payment Records

Synero allows you to export payment data for reporting or accounting purposes:​:contentReference[oaicite:3]{index=3}

1. Select Payments:
   • Use the checkboxes to select individual payments, or select all payments using the master checkbox at the top.
2. Initiate Export:
   • Click the ‘Export’ button that appears after selection.
3. Choose Format:
   • Select your preferred file format (e.g., CSV, Excel) for the export.
4. Complete Export:
   • Follow the prompts to download the exported file to your device.