Step-by-step process on how to integrate your Haibooks account with Crezco and start receiving payments for free!
- Go to your Haibooks app and select Create New - Invoice on the left hand side
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Click on the button located to the right of Crezco's logo
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Enter in user name and select the Connect button
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If you have not created a Crezco account, you will need to create one. If you do already have a Crezco account you can jump to Step 5
button
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You will then need to click create an account.
You can create an account using an email or log in with different social media accounts.
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Enter your verification code
You will then have to verify your email address with a code that is sent to the email address you entered. -
You will then be asked to connect your bank account to your newly created Crezco account. Select your bank and click Confirm
Choose your bank from the bank list to be redirected to your bank. Crezco doesn't see your login details, we just take you directly to the bank. Once logged in, select the account you wish to be paid into and confirm to be redirected back to Crezco where we securely store your bank details so we know where to send money. -
Select your account
If you have multiple accounts from the same bank you can select a specific account from the list. - In your bank app, select Connect to bank
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You will then be redirected back to Crezco where you can then click on Confirm to connect your bank account
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You've successfully connected Crezco to Haibooks
You'll be redirected to Haibooks where you can now send your invoices as normal, but now with the handy "Crezco" pay button embedded in the invoice for your customers.