Category: Advanced Settings

Our general recommendation is to have auto-sync on, but there may be cases where you might need to sync the transactions imported to Synder manually. For example, if you import historical data and want to sync only a portion of …

This guide lists the different transaction statuses for per transaction mode of sync with a description for each. The transactions synced by Synder are listed in the Platform transactions tab. For most of these statuses, there’s a clickable Explain link …

In order to disable the revenue recognition module in Synder, you need to create a new organization.

How to create an organization?

Click the dropdown on the top left of your screen -select Connect client/Add organization (depending on your …

In this guide, you will find basic use cases for SAAS revenue recognition. If you have more specific use cases you want to learn about, reach out to our support team. 
All the examples given below will demonstrate using the …

A refund is a return of money initiated by the merchant (business). However, the customer can also initiate a money return. This is called a dispute.  Here is the current flow for a dispute in Stripe (it can vary …

Synder provides GAAP-compliant revenue recognition for SAAS businesses managing their subscriptions in Stripe.
However some businesses would prefer to only recognize long-term subscriptions (3 months/6 months/yearly/etc), but not the monthly ones. This guide will explain what modes are available in …

When there is a refund, depending on your business preferences you may want to either just decrease the revenue or report your gross revenue and refunds separately. The guide below will explain how to set Synder Revenue Recognition to track …

Before you start syncing data from your Stripe with the Synder Revenue Recognition feature, you need to create mapping for Stripe prices. Synder displays product+price combinations ONLY if at least one of them is active in your Stripe.
If both …

Refunds can be completely excluded from the revenue recognition. If you need the invoices to keep being recognized till the end of the billing period and refunds to be subtracted from the revenue right away, Synder can be set up …