This guide will describe everything you need to know about subscriptions in Synder so that there is nothing unexpected and everything goes smoothly as you make informed decisions.
Overview:
Trial period
Every new user has a number of syncs to test the software, a welcoming drink to a resort of automated bookkeeping, and no credit card or other payment information is required. The trial period lasts 15 days and as long as you have free syncs on your account, you can test them on any payment platform or at all of them simultaneously.
Important notes:
- You will see your latest transactions from a payment platform automatically. Some of them will be synced so that you may instantly check your Profit and Loss and Balance Sheet reports, while others will be imported for review (you may sync them individually later).
- Rollback – the feature you might need during testing – does not reinstate the number of syncs on your balance, it simply deletes whatever Synder created in your books.
Available subscription plans
The subscription plans are based on the number of transactions that need to be synced to your organization each month and functionalities included in each plan. Each sales transaction, expense transaction (for PayPal users) or each payout on the payment processor side is considered to be one credit (sync) within Synder.
Note: The synchronization of fees doesn’t take any sync credits.
There are two types of subscriptions: monthly and yearly based on the time of billing. Make sure you switch the tab to choose the billing option you prefer:
- On a Monthly option, you are billed at the beginning of each subscription month (starting from the day you subscribe), and each billing month the number of credits per the chosen plan is updated.
- The Yearly plan charges you for the whole year at once, but as compared to the total amount you would pay on a monthly basis the yearly option is 20% discounted. The sync balance on the yearly plan is also updated on your account on a monthly basis.
Important note: if at the end of the month you have some sync credits remaining on the balance, they will not be transferred to the next month, but will expire once the billing period ends.
Please keep in mind that if you need to synchronize your transactions to a single accounting company, you will need to purchase only one subscription. If you wish to have several organizations within Synder (read more about the Organizations structure), you need to buy a separate subscription for each connected accounting system (e.g. you need to purchase two subscriptions if you want to connect two different QuickBooks companies to one Synder account).
You may check the current subscription plans by following the link below:
*Historical syncs – this option allows you to buy sync credits with no expiration date in addition to the number of syncs within a certain plan. Important things to know about historical syncs:
- Historical syncs are purchased within one specific organization: if you bought these credits for Organization A, you will not be able to use them for the other connected organizations.
- Additional syncs will not expire at the end of the billing month and will remain on the balance of the organization you purchased them for until they are used.
- Synder starts using historical credits for syncing your transactions only once you hit the regular plan’s sync limit.
- You can buy them in 500 batches.
- Historical syncs are available only during the first subscription month of any plan.
Subscriptions for accountants
Synder requires a separate subscription plan for each organization created, read more about Organizations management. Usually this is the case for bookkeeping and accounting firms that use Synder as a solution for multiple clients (connecting several accounting platforms each of them rests in a separate organization).
Having several organizations users can:
- invite business owners (clients) to establish a recurring subscription for the organization and bear the cost (each organization has 2 users included by default)
- subscribe themselves taking the subscription costs of all the clients.
The subscription plans apply to every Synder user.
Receive Payments feature
The receive payments feature allows Synder to send open QuickBooks invoices to your customers with a credit card payment option, automatically accounting for those payments in your books and closing outstanding invoices.
This subscription is only available as an addition to one of the basic plans listed in the Available subscription plans section.
The Receive Payments feature (invoicing) is available as an add-on to your current plan for an additional charge.
- On a Monthly option, you are billed at the beginning of each subscription month o(starting from the day you subscribe).
- The Yearly plan charges you for the whole year.
| Monthly Plan | Yearly Plan |
|---|---|
| – No hidden fees – Unlimited access – Stripe/Square payment platform – $30 billed monthly – Unlimited Invoices and payment links – One-time and recurring options | – No hidden fees – Unlimited access – Stripe/Square payment platform – $240 billed annually ($20/mo) – Unlimited Invoices and payment links – One-time and recurring options |
Refund policy
As a trial period is available with full synchronization functionality and no credit card information is required, any user can test Synder and make an informed decision or contact the support team in case of questions. Please note that all subscriptions and payments are final and non-refundable. With any additional questions please contact our support – help@synder.com.
FAQ
1. Can I use one subscription for all of my connected businesses/clients?
No, you need to purchase a separate subscription for each connected organization – Synder accounting, QuickBooks or Xero company. One subscription only covers one particular organization you purchased it for. The same is applicable to purchasing additional credits.
2. How can I change my payment method (payment card)?
If you would like to change the subscription card, click the Change Card option on the currently active plan and enter the new payment method details.
If you want to go from card to PayPal or vice versa please unsubscribe, wait for the billing period to finish, and subscribe again with a new payment method.
3. Can I subscribe/unsubscribe at any time?
Yes, absolutely. After unsubscribing, you will be able to use Synder for the remaining days of your billing period. However note, once your subscription is over Synder will delete the syncs history and settings from your account.
4. What if I subscribe to the plan, but want to upgrade/downgrade afterward?
You can upgrade your plan at any time. We recommend doing this once you run out of syncs, as the new plan will override the remaining syncs of the previous one.
5. If I roll back all syncs, will the credits go back to my balance?
No, rollback will not reinstate the number of credits (syncs) on the monthly/yearly plan.
6. Will remaining syncs be transferred to next month’s balance?
No, your syncs per plan won’t be transferred to the next month, they will expire at the end of the billing period. Only additionally purchased credits have no expiration time and will remain available until they are used.
7. How can the subscription be transferred to another user?
Please contact our support with the official request to our help@synder.com mail to transfer the subscription from the Synder user with “email1” to the Synder user “email2”, the rest will be done on our end.
8. What if I run out of syncs in the middle of the month?
If you’re on a Scale or Large plan, the system will automatically give you an extra 500 syncs when your current balance runs out in order not to affect your ongoing transactions syncing process. Thus, we’ll exclude any missing data situations. You’ll also get one email prior to this step to notify you about it, and the second email to confirm this action and let you know about the additional charge.
If you’re on a smaller plan, Synder will stop syncing and notify you via email about the termination of sync. Once you have any credits available again, the sync process will be resumed for ongoing transactions, and you’ll be able to sync all the missed transactions.
9. What if my billing period ends and I am not subscribed to any plan?
If you wish to reinstate your subscription, you will have 24 hours after the end of your billing period to subscribe to Synder again, otherwise Synder will delete the sync history and settings from your Synder account for the organization which has no subscription.
10. How do I choose a plan for my organization?
You need to find out how many sales transactions, expense transactions (for PayPal users) and payouts you have monthly in your payment/eCommerce platform(s), make sure the available functionality suits you and choose the plan. Synder considers each transaction except for fees to be one sync and takes one credit from your balance to sync it.
I need to change my subscription. I need an additional company and I only signed up for a single company.
Hello Rebecca! It seems that your inquiry is related to the Business Importer product. Please reach out to their support team at support@cloudbusinesshq.com for assistance with changing your subscription.