Follow these steps to start attaching Crezco payment links to your Xero invoices.
If you do not already have a Crezco account, see this guide to create one through your Xero account.
- Login to your Crezco account and navigate to the 'Integrations' section under the 'Settings' dropdown on the left.
- If you haven't got an integrated software, hit the 'Click here to browse all integrations' link, then click 'Connect to Xero'.
- Confirm which bank account you wish to connect to your Xero bank account (you can add multiple bank accounts within Crezco).
- You will then need to select the matching bank account you would like to use in Xero.
- Confirm which invoice themes you wish the Crezco payment link to be on.
- Review and then 'Confirm' the details are correct.