How to raise an invoice in Haibooks with Crezco.

Invoice your clients through Haibooks and get paid with Crezco for free!

  1. Go to your Haibooks profile

  2. Click on the Sales tab on the left hand side and then select Invoices

  3. Click Add new on the right hand side of the page and select New Invoice
    add new invoice

  4. Select the Contact information

    1. If they are not listed, please create a new contact in Haibooks for the customer you are trying to invoice
      contact info stuff

  5. 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.

    invoice details

  6. Review the invoice 

  7. Click on Save & Approve button in the top right hand corner of the page
     save and approve

  8. To send the invoice to your client, please select Send email
    1. The invoice will now be sent to the customer

      send invoice email

  9. In order to preview the Invoice PDF that the customer has been sent, select Generate PDF
    generate PDF
  10. View the PDF
    Screenshot 2022-08-11 at 09.59.22

  11. Once the customer has paid you through Crezco, you will get an email confirmation and money deposited into your account instantly