{"id":14485,"date":"2020-07-13T13:12:51","date_gmt":"2020-07-13T13:12:51","guid":{"rendered":"https:\/\/synder.com\/help\/?p=14485"},"modified":"2026-04-09T13:49:52","modified_gmt":"2026-04-09T13:49:52","slug":"customize-pin-payments-settings","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/customize-pin-payments-settings\/","title":{"rendered":"Customize Pin Payments Settings"},"content":{"rendered":"\n

Overview:<\/strong><\/p>\n

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  1. General settings<\/a><\/p><\/li>\n

  2. Sales<\/a><\/p><\/li>\n

  3. Invoices<\/a><\/p><\/li>\n

  4. Products\/Services<\/a><\/p><\/li>\n

  5. Taxes<\/a><\/p><\/li>\n

  6. Fees<\/a><\/p><\/li>\n

  7. Payouts<\/a><\/p><\/li>\n<\/ol>\n\n\n\n

    To access your Pin Payments settings, select the organization needed at the top left of the page \u2192\u00a0Settings<\/strong>\u00a0button on the left menu of Synder \u2192 choose the Pin Payments integration from the dropdown. Alternatively, click on the Person icon in the upper-right corner \u2192 hit\u00a0Organization settings<\/em>\u00a0\u2192 click on\u00a0Sync settings<\/em>\u00a0under Pin Payments.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    1 – General settings<\/h2>\n\n\n\n
    1. Auto-sync<\/strong>\u00a0\u2013 when \u201cON\u201d, Synder will automatically synchronize transactions that come into the system after the setting has been enabled. When \u201cOFF\u201d, you can manually choose transactions to be synced.\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0
      Learn more about the       auto-sync Synder mode<\/a><\/em>.<\/li>
    2. Skip synchronization of duplicated transactions<\/strong>\u00a0\u2013 when \u201cON\u201d, transactions that already exist in your Xero company will not be synced again.<\/li>
    3. Process transactions in multiple currencies<\/strong>\u00a0\u2013 when \u201cON\u201d, the system will synchronize transactions not only in your home currency, but also in multi currencies. When \u201cOFF\u201d, the synchronization of transactions in other currencies will be skipped.<\/li>
    4. 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><\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      2 – Sales<\/h2><\/p>\n\n\n\n
      1. Clearing account <\/strong>\u2013 a buffer account that Xero payments, refunds and bills will be deposited into.<\/li>
      2. Generic customer<\/strong> \u2013 when \u201cON\u201d, it assigns a generic customer name to all of your transactions. Click on to select a name. Choose from existing ones or type in a custom name.<\/li><\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        3 – Invoices<\/h2>\n\n\n\n
        1. Apply payments to unpaid Invoice\/Bill transactions\u00a0<\/strong>\u2013 when \u201cON\u201d, once the system encounters a payment that matches an unpaid invoice, it will be automatically applied to it.<\/li>
        2. Cancel sync if there is no matching open invoice found for a payment<\/strong>\u00a0\u2013 if there isn\u2019t an open invoice that can be closed with a payment from Pin Payments, the system will cancel the synchronization of your payment.<\/li><\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          4 – Products\/Services<\/h2>\n\n\n\n

          This setting tab is targeted at new products and services which are created during the synchronization. Product\/service type can only be non-inventory or service, because when Synder creates a new product, it does not have access to its Quantity on hand. Existing inventory products will be properly updated.
          The income account specified here will be used for creating new products and services only.<\/p>\n\n\n\n

          1. Record transactions with Original\/Common product\/service name and SKU (if any) <\/strong>\u2013 choose whether you want Synder to record transactions with the original product name. This option will either map the product to an existing one by an item name or SKU, or create a new one if it doesn’t exist. Alternatively, record them with a common product name. This will log all further transactions with a specific name you can select below.<\/li>
          2. If the original product is missing in the sales platform, use the item name\/SKU<\/em> instead <\/strong>\u2013 this product you select will be created if there is no matching one available.<\/li>
          3. If the matching product is NOT found in accounting<\/strong>, you can choose to either let Synder create a new product or cancel the synchronization of your transaction.<\/li>
          4. Select the type of newly created product, which can be either non-inventory<\/strong> or service<\/strong>, and choose the income account<\/strong> that will be assigned to the newly created product.<\/li>
          5. Product mapping<\/strong>\u00a0\u2013 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’t match 100%, fill in the product names from your payment platform in the right field to map it to product names from your Xero in the left field. Check out an additional guide about\u00a0product mapping feature<\/a>.
            Note:<\/strong> please check the plans where the product mapping feature is available             by following this link<\/a>.<\/li><\/ol>\n\n\n\n
            \"\"<\/figure>\n\n\n\n

            5 – Taxes<\/h2>\n\n\n\n

            Synder transfers over existing taxes into Xero respective fields so that everything will be correct in your tax reporting. However, note, if there is no tax <\/strong>on the payment processor side \u2013 Pin Payments, there is nothing to transfer over, and the system will not generally apply taxes to synced transactions (only some options like the \u2018Apply generic tax\u2019 feature may be used).<\/p>\n\n\n\n

            1. Apply Taxes<\/strong> \u2013 when \u201cON\u201d, the system will search for a matching tax code and apply it.<\/li>
            2. Sales tax settings. Apply generic tax code <\/strong>\u2013 when “ON”, the system will apply the tax rate you specify in the settings to both taxable and non-taxable Sales transaction you sync.<\/li>
            3. Expense tax settings. Apply generic tax code <\/strong>\u2013 when “ON”, the system will apply the tax rate you specify in the settings to both taxable and non-taxable Expense transactions you sync.<\/li><\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n

              6 – Fees<\/h2>\n\n\n\n
              1. Clearing account<\/strong>\u00a0\u2013 this setting specifies the clearing account to which the Pin Payments fees are applied.\u00a0We recommend using the same account as in Sales \u2013 Clearing account.\u00a0<\/em><\/li>
              2. Fee supplier<\/strong>\u00a0\u2013 the system will use this Xero Supplier to associate with your Pin Payments fees. Select available, or type in a custom one, like \u201cPin Payments\u201d.<\/li>
              3. Fee line account<\/strong>\u00a0\u2013 this setting specifies the category to which the Pin Payments fees are applied.<\/li><\/ol>\n\n\n\n
                \"\"<\/figure>\n\n\n\n

                7 – Payouts<\/h2>\n\n\n\n
                1. Process payouts <\/strong>\u2013 when \u201cON\u201d, Synder will track and create bank transfers reflecting Pin Payments payouts to your\u00a0checking account.<\/li>
                2. Transfer Funds To<\/strong>\u00a0\u2013 Choose the checking\u00a0account\u00a0that you deposit the funds from Pin Payments to.<\/li><\/ol>\n\n\n\n
                  \"\"<\/figure>\n\n\n\n

                  The system synchronizes all the sales transactions (and fees) into the clearing Pin Payments (required for Synder) account, so to reconcile your checking you need to record a transfer from the clearing account to your Checking. Synder will do this for you if Payouts are enabled.\u00a0<\/p>\n\n\n\n

                  Reach out to the Synder team<\/em><\/a>\u00a0via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n\n