{"id":31205,"date":"2026-08-17T17:13:25","date_gmt":"2026-08-17T17:13:25","guid":{"rendered":"https:\/\/synder.com\/help\/?p=31205"},"modified":"2026-08-17T17:13:27","modified_gmt":"2026-08-17T17:13:27","slug":"how-synder-syncs-stripe-credit-notes","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-synder-syncs-stripe-credit-notes\/","title":{"rendered":"How Synder Syncs Stripe Credit Notes"},"content":{"rendered":"\n
Stripe credit notes<\/strong> are how you reduce what a customer owes on an invoice — a post-sale discount, a partial cancellation, or writing off part of a bill. Synder now imports each Stripe credit note as its own transaction the moment it happens. It then keeps that credit note correct across the entire invoice lifecycle, so your books stay matched to Stripe without manual cleanup.<\/p>\n\n\n\n This guide explains what changed, the scenarios Synder now handles automatically, what you will see in the app, and how to turn the feature on for your organization.<\/p>\n\n\n\n Previously, Synder only picked up a Stripe credit note indirectly<\/strong>. It reached your books when the related invoice synced or when a payment came in. If the timing lined up differently — for example, a credit note issued after<\/strong> a partial payment — Synder could miss it entirely. The result was mismatched accounts receivable (AR)<\/strong> and income, invoices that would not close, and manual adjustments.<\/p>\n\n\n\n With the new behavior, Synder treats a credit note as its own transaction type<\/strong>. It imports that credit note the moment it happens in Stripe<\/strong>, independent of when the invoice or payment syncs. Synder also tracks the credit note through its whole life: if Stripe later voids<\/strong> the credit note, Synder removes it from your books too. Your AR and income stay aligned with Stripe automatically.<\/p>\n\n\n\n Each of these used to require manual work or left your books out of sync. Synder now handles them for you:<\/p>\n\n\n\n Synder also accounts for sync order<\/strong>. These events may reach Synder in a different sequence than they occurred in Stripe. Even so, the end state in your books is correct: Synder tracks all related transactions on the invoice and creates, deletes, or skips whatever is needed.<\/p>\n\n\n\n Once your CSM enables the feature for your organization, a few things look different:<\/p>\n\n\n\n Credit notes now participate in your revenue recognition schedule<\/strong>. Synder recognizes a customer-issued credit note as its own event. It posts the credit note in your books as it happens in Stripe, and it applies the effect on revenue using Synder’s core RevRec principle — adjust the future, not the past<\/strong>.<\/p>\n\n\n\n In practice, Synder never rewrites the recognition schedule for closed months<\/strong>. It applies any incoming change — a credit note, a void, or an uncollectible invoice that later gets paid — to future recognition periods<\/strong>. Across the full schedule, the totals reconcile to the current state in Stripe.<\/p>\n\n\n\n Your Synder Sync open invoices<\/strong> setting determines how credit notes behave:<\/p>\n\n\n\n The feature works across QuickBooks Online<\/strong>, Xero<\/strong>, QuickBooks Desktop<\/strong>, and Summary Sync<\/strong>.<\/p>\n\n\n\n This behavior is off by default<\/strong>, and it is not a self-serve setting<\/strong> — there is no toggle in your Synder account. It is available on Pro and Premium<\/strong> plans, and your Customer Success Manager (CSM)<\/strong> enables it per organization.<\/p>\n\n\n\n Synder imports each Stripe credit note as its own transaction the moment it happens and tracks it across the whole invoice lifecycle, keeping your books and AR matched to Stripe automatically.<\/p>\n","protected":false},"author":2320,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":"","_ppma_block_editor_authors":""},"categories":[371,369,390,388],"tags":[],"ppma_author":[471],"class_list":["post-31205","post","type-post","status-publish","format-standard","hentry","category-sales-pt","category-transaction-recording-per-transaction","category-revenue-recognition-advanced-features","category-advanced-features"],"yoast_head":"\nWhat changed<\/h2>\n\n\n\n


Scenarios Synder now handles automatically<\/h2>\n\n\n\n
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What you will see in Synder<\/h2>\n\n\n\n
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How it works with Revenue Recognition<\/h2>\n\n\n\n
How the “Sync open invoices” setting affects this<\/h2>\n\n\n\n
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Supported integrations<\/h2>\n\n\n\n
How to enable Stripe credit notes sync<\/h2>\n\n\n\n
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Related guides<\/h2>\n\n\n\n
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