How to add a Crezco payment link to a Xero statement.

Step-by-step process on how to get a Crezco payment link added to a Xero statement PDF.

  1. Log into your Crezco account and navigate to the Payment Links at the top of the page
    payment links

  2. On the right hand side of the page, select to Create Payment Link
    create payment link

  3. Select Single Payment
    Screenshot 2022-09-20 at 10.38.48

  4. Under Fixed Payment Amount and Fixed Payment Reference, you will want to "uncheck" the green button just to the right of it. 
    1. This gives the payer the ability to enter in the amount in which they would like to pay as well as the reference of the payment
    2. In your email the customer, you can detail what you would prefer them to put for the reference
      bills and company name

  5. Click Next Step
    next step-1

  6. Under the Link Options, you will want to select Multiple Use. This will give you the ability to send this payment link to as many customer as you would like. 
    link options

  7. Select Create Payment Link
    create payment link final
  8. Click on the copy button next to the payment link that has now been generated
    Screenshot 2022-09-20 at 10.52.10

  9. Navigate to your Xero account
    xero account

  10. Click on the company name in the top left hand corner of the screen, and select Settings from the drop down
    settings of xero

  11. Select the Invoice settings tile
    xero invoice settings


  12. Click on New Branding theme
    new branding theme

  13. You will then want to name your new branding theme/invoice template.
    1. We would recommend using something with Statement in the name so you can differentiate
      name the template

  14. Under the Terms & Payment Advice you will want to paste the Crezco payment link that we just created. 
    1. You can also specify that you will need the customer to enter in the quoted amount on the statement and what you would prefer to enter in for the reference
      enter in the payment link in xero


  15. Save the template
    save the new statement

  16. Navigate to your Statement page within Xero
    send statements

  17. Select who you would to send the statement to
    who to send the statement to

  18. Click on the Email icon. 
    Screenshot 2022-09-20 at 11.09.46

  19. When sending out the email, the section that says Branding, select the drop down menu and there you will see the new statement invoice template that we just created. You will want to select that for the statement you are about to email
    branding

 

 

The customer will then receive the statement email and have the ability to pay via Crezco.