Invoice your clients through Haibooks and get paid with Crezco for free!
- Go to your Haibooks profile
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Click on the Sales tab on the left hand side and then select Invoices
- Click Add new on the right hand side of the page and select New Invoice
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Select the Contact information
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If they are not listed, please create a new contact in Haibooks for the customer you are trying to invoice
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Complete Item list and notes
Include what account you want it to be recorded in, invoice description, quantity, price and add any notes where applicable. - Review the invoice
- Click on Save & Approve button in the top right hand corner of the page
- To send the invoice to your client, please select Send email
- The invoice will now be sent to the customer
- The invoice will now be sent to the customer
- In order to preview the Invoice PDF that the customer has been sent, select Generate PDF
- View the PDF
- Once the customer has paid you through Crezco, you will get an email confirmation and money deposited into your account instantly