Follow this process if you do not currently have an active subscription with Syncro or if you are on an active trial. 

If you already have an active subscription please navigate to the "Update Payment Information to ACH Direct Debit" section.

Log into your Syncro account and navigate to the Admin tab. This may be directly on your tab bar or under the "more" option. 

Depending on your current account status, you may be directed to the "choose a plan" page immediately. In this case you can move on to step 6.

Once in the Admin section navigate to "Account Profile". This will be located on the left-hand portion of the page under "Syncro Administration"

You will be brought to this page where you can choose which plan you would like to be on. Please select your desired plan to move forward.

Click "Confirm" after reviewing the plan details. The details will vary depending on your current account subscription status.

Select "ACH" under "billing information". This will bring up the required fields to fill out to move forward. Enter all information and verify it is correct.

The address entered here needs to be the address that the bank account is under. If the address added is not the address the bank has on file the bank will decline the request after it has been submitted.

You will have the option of adding a coupon if you have one as well as adjusting the plan you are moving to needed.

In order to move forward and start your new subscription click the "I agree to\
the User Access and License Agreement." field and click "Confirm"

Click the "I agree to
                  the User Access and License Agreement." field.

A pop-up will appear and ask you to verify the payment information you entered is correct. If you need to go back to the prior page and make changes, you can select "cancel". 

The pop-up will have some information regarding our terms of service and policies. Please thoroughly read through everything before moving forward.

A secondary confirmation module will appear to verify the information entered is correct. This also goes over our terms of service and consent information specific to ACH payments. Please thoroughly read through the module.

I give Syncro consent and authorize Syncro to debit payment(s) from the bank account indicated In accordance with your agreement with Syncro for the use of the Syncro Services (Syncro Service Terms). Details of this transaction will be provided on an invoice via email notification. Please ensure the details you have provided are correct and confirm you would like to set up this ACH Debit Authorization. By selecting confirm, you acknowledge that you have read and agree to the below outlined authorization.
Payment Details


Account Holder
Bank Account Number
Routing Number
Account Type




An ACH Debit transaction can be revoked within 24 hours of initiating by contacting Syncro at billing@syncromsp.com with the subject "Revoke ACH Authorization" or by calling us at +1 415-523-6363. Requests to revoke authorization must come directly from either the main email associated with your account or an email associated with an active Admin User.

In the event you decide to revoke your ACH debit authorization for future transactions, we require a minimum of 5 business days notice prior to your next billing service date. Please note that any scheduled debits due during this time may still be honored and will not be eligible for a refund. Please review our Service Terms for further details.

Once you've read through the terms and verified your information is correct, you can click "continue" to finalize the ACH authorization process and start your subscription.

If you receive an error message, this means that the transaction attempt failed. There may be a specific error with a decline reason from your bank or it may be generic. Double-check all of the information you entered is correct. If the request fails again, you should reach out to your bank for details as to why they declined the request.

Do not attempt to process the transaction multiple times. Doing so will cause our system to flag your account and lock any payment attempts for 24 hours.

The bank can take anywhere from 1-5 business days to approve or deny the authorization request. During this process your subscription will remain active. If the bank declines the authorization request you will be notified and your subscription will go into a past-due status.

If the bank has declined the authorization request you should verify the information you entered is correct. From there your next step should be to contact your bank.

Your bank is the decision maker when any request is made and we relay the message they've sent us. The bank should be able to tell you if and why they declined the request.

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How to start a new subscription and pay via ACH.

How to Start a New Subscription and Pay Via ACH Direct Debit