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SynkedUP Payments — Frequently Asked Questions

Written by Fred Pape
Updated this week

SynkedUP Payments lets you collect credit card payments directly through your invoices, keeping everything in one place. This article answers the most common questions we hear from customers getting started.


Getting Set Up

How do I apply for SynkedUP Payments?

You can apply directly inside SynkedUP under Settings → Payments. The application collects basic business and banking information to verify your account.

I started the application but couldn't complete it. What should I do?

A few things can cause the application to stall:

  • Incomplete business information — make sure your legal business name, EIN, and address match exactly what's on file with the IRS or your state.

  • Banking details — double-check your routing and account numbers.

  • Browser issues — try clearing your cache or using a different browser.

If you're still stuck, reach out to our support team via the chat and we'll walk through it with you directly.

How long does it take to get approved?

Most applications are approved within 1–3 business days.


Fees & Payouts

What does it cost to accept credit card payments?

SynkedUP Payments charges a 3.5% processing fee per transaction. There are no monthly fees or setup costs.

Do I need to add the fee as a line item on my invoice?

No — you don't need to do anything manually. The 3.5% fee is automatically deducted from your payout.

Example:

  • Customer pays a $1,000 invoice

  • You receive $965.00 in your bank account

  • The full $1,000 shows on the invoice to your customer

When do I receive my payout?

Payouts are typically deposited within 1–3 business days after a payment is collected.


Invoicing

Can I send an invoice without creating a project first?

At this time, invoices in SynkedUP are tied to a project. You'll need to create a project before generating an invoice. If you're billing for work that doesn't fit a typical project structure, we recommend creating a simple project as a container for that work.

My customer says they didn't receive their invoice. What should I check?

  1. Confirm the email address on the customer record is correct.

  2. Ask them to check their spam or junk folder — payment-related emails can sometimes be filtered.

  3. Resend the invoice from inside the project.

If the issue persists, reach out to our support team via the chat and we can look into delivery on our end.

Can I accept partial payments on an invoice?

Partial payment support is not available at this time. Each invoice collects payment in full.


QuickBooks Integration

Does SynkedUP Payments sync with QuickBooks?

Yes — payments collected through SynkedUP will sync to your connected QuickBooks account automatically.

How do I connect QuickBooks to SynkedUP Payments?

  1. Go to Settings → Integrations → QuickBooks

  2. Follow the on-screen connection steps

  3. Once connected, payment data will sync automatically going forward

Something doesn't look right in QuickBooks after a payment synced. What should I do?

Check that your QuickBooks chart of accounts is mapped correctly inside SynkedUP's integration settings. If things still look off, reach out to our support team via the chat with the invoice number and we'll help troubleshoot.


If you have any questions about SynkedUP Payments, reach out to our support team via the chat — we're happy to help.

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