What every single button does

We're constantly iterating this view based on what our users find helpful. This may not be up to date.

The left chart reflects how many of your clients are using SynchPay as well as how many total payments they've made.

This chart reflects your accounts receivable via SynchPay. Hopefully received will be almost exactly equal to billed! Patients Seen only includes those who paid with SynchPay for now, but more is coming soon!

This gives you the information you need in order to reconcile your customers' accounts with your business's existing information.

Click "new" in the top left of the screen. You will need to have the login information for the account as well as verify an OTP code. Message us with the chat icon in the bottom right if you have any issues.

The second column is an active checkbox column. To change your bank account, unclick the checkmark on your current bank account and then click the checkmark on your new desired bank account. Click "save" at the bottom of your screen.

Move your mouse over an account's row until it turns grey, and then click the second icon from the right (all the way on the side of your screen) that says "show transfers". You can then filter by date, sender, and amount, as well as download a subsection or all of your data.

Note that these are single-purpose bank account numbers and are not as sensitive as traditional bank account numbers.

We recognize that some of our partners may have specific requirements or need to provide special instructions to their customers paying via SynchPay. Text you add in this box will appear at the end of the email, just above the pay button.