Account Dashboard

Read more to find out how to navigate your Crezco account homepage effectively.


  • 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 receivables and payables
    • Custom invoice branding
    • Integrating with your favourite accounting software



  • 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



  • 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
  • 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