Billing Page
Managing your subscription within the Syngency platform can be accessed by Administrator-level user accounts by going to the Billing Screen.
To access the Billing Screen, click on the Settings in your toolbar
Select Billing from the left menu
The Billing page is the main location which allows you to view, modify, update, and cancel your Syngency subscription. It lists the most recent 20 invoices that have been billed to your account, by date, invoice number, invoice amount, and paid status.
In addition to the invoice listing, the Billing Screen also contains the Manage Billing*, Add Credit Card, and Cancel Account buttons.
*Manage Billing only appears once a payment method has been set up.
Viewing and Paying invoices on the Billing Screen
Clicking on any invoice listed on the Billing Screen opens a new tab where the details of that invoice can be viewed.
If the invoice is unpaid, the new tab will allow you to enter either a credit or debit card, and depending on the worldwide availability at your location you can potentially use Cash App Pay for payment or connect an external bank account using the Link feature.
If the invoice has previously been paid, the new tab allows you to download an Invoice and a Payment receipt in pdf format by clicking on the Download Invoice or Download Receipt buttons.
Clicking on "View Invoice and Payment details" opens a detailed listing of the billing and payment information on the right-hand side of the screen:
Manage Billing Button
Click the blue Manage Billing button to open the Billing Overview tab within Stripe where you can view the details of your current billing subscription.
On this screen you will have access to Current Subscription, Payment Method, Billing Information, and Invoice History. The functionality of those sections is described below.
CURRENT SUBSCRIPTION
This section lists the details of your Syngency subscription.
Clicking on "View Details" lists the current plan and number of users, any additional add-ons, and monthly amount.
The next subscription billing date is listed at the bottom of the section.
PAYMENT METHOD
In this section you can add, delete and modify how you remit payments. It lists the current payment method(s) and indicates which payment method is the default method:
Clicking on "Add Payment Method" brings up the below screen which allows you to add a different card or linked bank account to your subscription.
If the ‘Use as default payment method’ box is checked, the new card or linked bank account entered will then become the default payment method. If that box is not checked, the new card or linked bank account will be added to your account as a secondary payment method.
Note: At the present time, not all payment options are currently available worldwide. The payment options available to your particular account may be different than what’s shown in the example above and may be limited to only credit and debit cards.
If you have multiple payment methods listed on your account, you can choose which payment method is the default by clicking on the three dots to the right of the card expiration date and selecting ‘Make default’. You can also delete existing payment methods on the account using the same process and selecting ‘Delete’.
You can also delete existing payment methods by clicking on the grey 'x' at the right side.
BILLING INFORMATION
In the Billing Information section, the current contact email address is listed along with the physical address of your business.
In order to update the information, please click on the 'Update Information' button.
This action will pull up the following screen:
INVOICE HISTORY
The invoice history section is located at the bottom of the screen and lists the recent invoice history.
Clicking on a specific invoice in the list allows you to download a copy of that invoice and also a payment receipt (if the invoice has been paid).
In order to view older invoices in your account click on 'View More'.
*Note: At the present time, the Manage Billing Button is not universally available to all customers in all locations worldwide. If it’s not available to your agency, you will see the following message stating that you don’t have a payment method set up:
This message can be safely ignored – if there are any problems with your account we will contact you.
If you need to make any changes typically performed by the Manage Billing Button, you will need to either email support@syngency.com or contact us via Intercom under Help in your Syngency account.
Add Credit Card
Click on the 'Add Credit Card' button in the bottom right-hand corner of the Billing Screen to add a credit card to your account or update the existing credit card.
When the blue ‘Add Card’ button (or ‘Update Card’ button if there is already a payment method on account) is clicked the payment information entered becomes the default on the account for current and future charges.