SynchPay

How to send a card payment request or manually enter a card

Taking or sending a card payment

Mistakes happen, but they're not a big deal with SynchPay. Here's how to refund or reverse a transaction.

How to process a refund

How to send a payment request and optionally set up future authorization

Sending an A2A payment request

Requesting from an existing client

How to add your team members to your SynchPay organization

Adding Employees

How to follow up if someone hasn't completed a payment request

Send a reminder for a payment request

How to mimic card-on-file with our debit auth functionality

Pre-Authorized Payments

For the sake  of your security and privacy, we require all accounts to use two-factor authentication. That means that every time you log in, you will either receive a code…

Setting or re-setting your 2FA

How to find a patient and manage multiple IDs (including duplicate profiles)

Handling / merging duplicate records

How to check if a card or A2A payment request was successful

Confirming payment status

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Learn about the key features of the web portal

Enterprise payment portal

Create a custom design with text, images, and links

Web Portal Login

Dental Cards Login

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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