Account Dashboard
Read more to find out how to navigate your Crezco account homepage effectively.
Dashboard
- View your most recently created receivables and payables
- Check out some of the other Crezco features you may not have gotten the chance to make use of yet in the carousel, including:
International
- View our current exchange rates for your international bills and your most recently created receivables and payable links
- With Crezco, you can collect and send payments around the world
- Click on the 'Collect money' button to create payment links that you can send to your international customers and get paid using Crezco
- Click on the 'Send payment' button to create or import bills to pay your international contacts
Accounts Receivables
- On the accounts receivables main page, you will be taken to the 'Payment Links' tab. Here you will see every payment link you have created
- If you would like to sort through the payment links with specific criteria, you are able to click the title of the column (i.e. - 'Date Created') and we will organize from oldest to newest or vice versa. To reverse the order you would just need to click on the title again.
Accounts Payables
- Keep track of all the imported existing bills that are awaiting payment
- You have the option to sort your currently bills by only showing 'Ready to pay' bills, or showing bills that are 'In Pay Run' and 'Ready to Pay'
- One option this tab is being able to select to 'Import payments' from either your favourite accounting/payroll software or directly from Xero.
- The second option is to manually create a bill. You will need to create a contact for the payee if you haven't already
- The 'Pay Run' tab - locate all the pay runs that have been created. This tab will show all pay runs that are awaiting payment and that have been paid
- The 'History' tab - view all the bills you have imported and paid using Crezco. When a bill is paid individually or in a pay run, it will be moved to the history tab once the payment has been initiated.
- The 'Contacts' tab - Add new domestic or international contacts and store them in your Crezco profile for future use
Settings
- Bank accounts: view the current bank accounts you have connected to your Crezco account or add another account to your organisation
- Integrations: start using Crezco as the payment solution on your invoices. Crezco can process domestic or international invoices
- Navigate to the 'Integrations' section under the 'Settings' tab on the left had side of your Crezco page
- Integrate with Xero, QuickBooks, Sage, Zoho, Quickfile and more!
- International settings: to use Crezco to help you send or receive money internationally by verifying your account with us
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- Branding: customize your checkout page and payment confirmation emails
- Organisation: view your organisation details such as name, organisation type and ID
- Click 'Manage billing' to change your payment details for your subscription, access your monthly invoice or manage your Crezco plan
- Click 'Manage plan' to see the different plan options that are offered in Crezco
