Contacts

Learn how to easily create contacts, set up international contacts, and edit or delete existing contacts in your Crezco account. This guide covers all the steps you need to manage your contacts efficiently.

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Creating a contact

1. Once logged into your Crezco dashboard page, click on the 'Accounts Payable' tab on the left hand side of your page.
   
   
   
2. At the top of the page, click on the Contacts tab.
   
   
   
3. On the right-hand side of the page, select the button to 'Add new contact'.
   
   
   
4. You will need to enter their contact details which include the following;
   1. Contact name
   2. The email you would like a payment confirmation email to be sent to
5. You will need to fill out the following details regarding their bank account:
   1. Bank account country
   2. Name of the account displayed on the contact's bank statements
   3. Sort code
   4. Account number
6. Select the green button, 'Create contact'.
   
   
   
7. You will be redirected to the contacts page, where you will now be able to see the new contact you created.

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Creating international contacts

1. Once logged into your Crezco dashboard page, click on the 'Accounts Payable' tab on the left hand side of your page.
   
   
   
2. At the top of the page, click on the Contacts tab.
   
   
   
3. On the right-hand side of the page, select the button to 'Add new contact'.
   
   
   
4. You will need to enter their contact details which include the following;
   1. Contact name
   2. The email you would like a payment confirmation email to be sent to
      
      
      
5. You will need to fill out the following details regarding their bank account:
   
   1. Bank account country
   2. Currency in which you want to pay them in
   3. Name of the account displayed on the contact's bank statements
   4. Sort code (this will vary based on the country/currency you are wanting to pay this contact in)
      1. I.E. - A USA based customer contact will ask for ACH ABA Code
   5. Account number (this will vary based on the country/currency you are wanting to pay this contact in)
      
      
      
6. Next you will need to fill out the Contact Type information. Select if the contact is an Organisation or Individual.
   
   
   
7. Based off of the country and currency that you selected for this contact, you will be be able to select the transfer type. 
   1. Regular - Low cost and great for when a payee has supplied payment details for a destination country
   2. Advanced - Best for when ‘Regular’ isn’t supported in destination country or payment details haven’t been provided by the payee
      
      
8. Finally complete the address details for the contact.
   
   
   
9. Select the green button, 'Create contact'
   
   
   
10. You will be redirected to the contacts page, where you will now be able to see the new contact you created.

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Editing contacts

1. Once logged into your Crezco dashboard page, click on the 'Accounts Payable' tab on the left hand side of your page.
   
   
   
2. At the top of the page, click on the Contacts tab.
   
   
   
3. Search for the contact you wish to edit, using the search bar at the top of the page.
   
   
   
4. Click on the contact and on the right hand side of the page there will be an overview of the contact's information.
   
   
   
   
   
   
5. Select the 3 dots stacked on top of each other in the right hand corner and click to 'Edit contact'.
   
   
   
   
6. You will then be taken to the contact's page where you can edit the applicable information.
   
   
   
7. Once you have made the necessary changes, click 'Save contact' at the bottom of the page. 
   
   
   
8. You have now updated the contact's information!

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Deleting contacts

1. Once logged into your Crezco dashboard page, click on the 'Accounts Payable' tab on the left hand side of your page.
   
   
   
2. At the top of the page, click on the Contacts tab.
   
   
   
3. Search for the contact you wish to remove, using the search bar at the top of the page.
   
   
   
4. Click on the contact and on the right hand side of the page there will be an overview of the contact's information.
   
   
   
   
   
   
5. Select the 3 dots stacked on top of each other in the right hand corner and click to 'Deactivate contact/Delete contact'.
   1. Deactivate contact - if you have made payments to this payee through Crezco. You will not be able to fully delete the contact due to compliance reasons. You will only be able to deactivate the contact
   2. Delete contact - if you have not made a payment to this contact through Crezco yet, you will be able to fully delete the contact.
      
      
      
6. Once you have selected to deactivate/delete the contact, you are all good to go!

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