- \n
- 2. Sales<\/a><\/li>\n
- 3. Invoices<\/a><\/li>\n
- 4. Products and Services<\/a><\/li>\n
- 5. Product mapping<\/a><\/li>\n
- 6. Taxes tab settings<\/a><\/li>\n
- 7. Fees<\/a><\/li>\n
- 8. Application Fees<\/a><\/li>\n
- 9. Expenses<\/a><\/li>\n
- 10. Payouts<\/a><\/li>\n<\/ul>\n
\nPlan availability<\/strong><\/p>\n
Essential+<\/span> \u2014 Settings marked with this badge require an Essential plan or higher.<\/p>\n
Pro\/Premium<\/span> \u2014 Settings marked with this badge are available on Pro and Premium plans only. View plan comparison \u2192<\/a><\/p>\n<\/div>\n
How to Access Stripe Settings<\/strong><\/h2>\n
To access your Stripe settings in Synder:<\/p>\n
Option 1: From the main menu<\/strong><\/p>\n
- \n
- Select the appropriate organization from the top-left corner<\/li>\n
- Click Settings in the left-hand menu<\/li>\n
- Choose Stripe from the dropdown list<\/li>\n<\/ol>\n
![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-14-1024x494.png\")
<\/figure>\nOption 2: From Organization Settings<\/strong><\/p>\n
- \n
- Click the person icon in the upper-right corner<\/li>\n
- Select Organization settings<\/li>\n
- Click Sync settings under Stripe<\/li>\n<\/ol>\n
![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-6-1024x350.png\")
<\/figure>\n1. General settings<\/strong><\/h2>\n
![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-15-1024x447.png\")
<\/figure>\n- \n
- To apply any changes you make in Xero, you\u2019ll need to manually refresh the Synder settings cache. Learn more about How to Update Your Xero Settings<\/a>.<\/li>\n
- Auto-Import \u2013 <\/strong>When enabled, Synder automatically imports transactions from your Stripe integration without affecting your sync balance or syncing them to Xero. When OFF, import transactions manually.<\/li>\n
- Auto-sync<\/strong> \u2013 When enabled, Synder automatically syncs transactions after import. When OFF, select transactions to sync manually.<\/li>\n
- Skip synchronization for duplicated transactions<\/strong>Essential+<\/span> \u2013 When enabled, transactions that already exist in Xero will be skipped, preventing duplicates.<\/li>\n
- Process transactions in multiple currencies<\/strong> \u2013 When enabled, all transactions are synchronized, regardless of currency. When OFF, only transactions in your home currency are synced.<\/li>\n
- Automatically Archive Pending Transactions<\/strong> \u2013 Automatically removes pending transactions that were never finalized on Stripe after a certain period of time, keeping your Synder dashboard clean. To manually archive a transaction, go to the Platform Transaction tab, locate the transaction, click the three dots next to it, and select \u202fArchive.<\/li>\n
- Sync payments without invoices as Invoice+Payment or Overpayment<\/strong>Essential+<\/span> \u2013 Payments without invoices can be synced as Invoice+Payment or Overpayment, allowing proper tracking and closing of invoices created later. For more details, see the guide Syncing Stripe Payments as Deposits\/Overpayments in Synder<\/a>.<\/li>\n
- Balance reserve account<\/strong> \u2013 Select a liability account in Xero where Stripe reserves will be posted before being released in payouts.<\/li>\n
- Timezone<\/strong> \u2013 Shows the timezone of your Stripe account to help match dates between Stripe and Xero.<\/li>\n
- Auto-reconcile Xero transactions<\/a> \u2013 this feature helps to automatically reconcile transactions that have been synced via Synder in your Xero accounting company.<\/li>\n<\/ol>\n
2. Sales<\/strong><\/h2>\n
![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-13-1024x479.png\")
<\/figure>\n- \n
- Clearing account<\/strong> \u2013 A buffer account where Xero sales receipts, refund receipts, and payments are deposited by Synder, before it clears out by payouts from the integration.<\/li>\n
- Posting date<\/strong> \u2013 Choose the source of the accounting document date: either the creation date or the balance date of the sales transaction. For more details, see the guide Stripe Posting Date Setting<\/a>.<\/li>\n
- Apply generic customer<\/strong>Essential+<\/span> \u2013 When ON, all transactions are assigned a generic customer name to keep your Xero customer list organized. Choose or enter a default name, such as \u201cStripe Customer,\u201d to apply to all transactions.<\/li>\n
- Customer Name Search Priority<\/strong>Essential+<\/span> \u2013 Choose which field Synder checks first to get the customer name. If the name isn\u2019t found, Synder moves to the next field in the priority list. See our guide for more details Customer Name search priority<\/a>.<\/li>\n
- Sync discounts as products<\/strong>Pro\/Premium<\/span> \u2013 Discounts can be synced as separate products, such as \u201cStripe Discount,\u201d for detailed tracking.<\/li>\n<\/ol>\n
3. Invoices<\/strong><\/h2>\n
![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-4-1024x552.png\")
<\/figure>\n- \n
- Apply payments to unpaid Invoice\/Bill transactions<\/strong>Essential+<\/span> \u2013 When ON, payments that match an unpaid invoice are applied automatically, ensuring invoices are closed correctly.<\/li>\n
- Cancel sync if there is no matching open invoice found for a payment<\/strong>Essential+<\/span> \u2013 If a payment doesn\u2019t match any open invoice, it won\u2019t sync, preventing incorrect entries.<\/li>\n
- Sync unpaid (open) invoices<\/strong>Essential+<\/span> \u2013 When ON, open invoices can be synced with Xero. Incoming payments are automatically applied to the correct invoice and marked as paid if the \u201cApply payments to unpaid invoices\u201d setting is enabled.<\/li>\n
- Sync zero invoices<\/strong>Essential+<\/span> \u2013 When enabled, invoices with zero line amounts or total amounts are imported and synced.<\/li>\n<\/ol>\n
4. Products and Services<\/strong><\/h2>\n
![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-16-1024x534.png\")
<\/figure>\n- \n
- Record transactions with Original\/Common product\/service name and SKU<\/strong> \u2013 Choose whether Synder records transactions using the original product name or a common product name. Original names are matched to existing products by name or SKU, or a new product is created if none exists. Common product names help standardize future transactions.<\/li>\n
- If original product is missing<\/strong> \u2013 If the original product is missing in the sales platform, Synder will use the item or SKU.<\/li>\n
- Configure product search priority<\/strong> \u2013 Allows you to define whether Synder searches by SKU or product name first when matching products between Stripe and Xero. See our guide for more details Product Search Priority<\/strong><\/a><\/li>\n
- If the matching product is not found<\/strong>Essential+<\/span> \u2013 If the matching product doesn\u2019t exist in Xero, Synder can either create a new product or cancel the transaction sync.<\/li>\n
- Assign income account <\/strong>\u2013 Select the income account that will be used for this product.<\/li>\n
- Assign expense account<\/strong> \u2013 Select the expense account that will be used for this product.<\/li>\n
- Inventory Management<\/strong>Pro\/Premium<\/span> \u2013 When enabled, Synder supports inventory products and posts inventory transactions. You must select the inventory asset account and cost of goods sold (COGS) account. See more details about the inventory below.<\/li>\n
- Get product name from transaction or order description<\/strong> \u2013 When enabled, Synder pulls the product name from the transaction or order description, such as Stripe charge details, ensuring accurate product mapping.<\/li>\n<\/ol>\n
You can configure Synder to create inventory products in Xero. If no product with the same name or SKU exists, Synder will create a new inventory product automatically. See our guide for more details Managing Products and Services with Synder \u2013 Per Transaction Sync<\/a>.<\/p>\n
![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-10-1024x333.png\")
<\/figure>\n- \n
- Select an income account to track sales for the inventory product.<\/li>\n
- Select a Cost of Goods Sold account to track the cost for the inventory product.<\/li>\n
- Select an inventory Asset account to track the cost of purchased products.<\/li>\n
- Select an inventory adjustment account to track shrinkage or different write-offs.<\/li>\n<\/ol>\n
5. Product mapping<\/strong><\/h2>\n
![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-7-1024x403.png\")
<\/figure>\n
\n<\/strong>Synder is able to identify existing products in your accounting company and apply them to transactions. If product names in your payment system and accounting company don\u2019t match 100%, fill in the product names from your payment platform in the right field to map them to product names from your Xero in the left field. Check out an additional guide about Product mapping feature<\/a>.<\/p>\n6. Taxes tab settings<\/strong><\/h2>\n
Synder transfers existing taxes into the appropriate Xero fields to ensure accurate tax reporting. If no tax is applied on the payment processor side (e.g., Stripe), there is nothing to transfer, and taxes will not be applied to synced transactions\u2014except in cases where features like \u201cApply generic tax\u201d are used.<\/p>\n
- If original product is missing<\/strong> \u2013 If the original product is missing in the sales platform, Synder will use the item or SKU.<\/li>\n
- Cancel sync if there is no matching open invoice found for a payment<\/strong>Essential+<\/span> \u2013 If a payment doesn\u2019t match any open invoice, it won\u2019t sync, preventing incorrect entries.<\/li>\n
- Posting date<\/strong> \u2013 Choose the source of the accounting document date: either the creation date or the balance date of the sales transaction. For more details, see the guide Stripe Posting Date Setting<\/a>.<\/li>\n
- Auto-Import \u2013 <\/strong>When enabled, Synder automatically imports transactions from your Stripe integration without affecting your sync balance or syncing them to Xero. When OFF, import transactions manually.<\/li>\n
- To apply any changes you make in Xero, you\u2019ll need to manually refresh the Synder settings cache. Learn more about How to Update Your Xero Settings<\/a>.<\/li>\n
- 3. Invoices<\/a><\/li>\n
![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/stripe-xero-use-tax-codes.jpg\")
<\/figure>\n![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-8-1024x349.png\")
<\/figure>\n![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-9-1024x355.png\")
<\/figure>\n![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-11-1024x351.png\")
<\/figure>\n![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/10\/image-5-1024x348.png\")
<\/figure>\n![\"\"](\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2018\/08\/image-12-1024x395.png\")
<\/figure>\n