How to add Crezco to a QuickBooks statement.

Step-by-step process on how to add Crezco as a payment option for your QuickBooks statements.

  1. Log into your Crezco account and navigate to Accounts Receivables tab and click on the Payment Links section up at the top of the page

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  2. On the right hand side of the page, select to Create Payment Link
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  3. Select Single Payment
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  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
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  5. 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

  6. Select Create Payment Link
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  7. Click on the copy button next to the payment link that has now been generated

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  8. Navigate to your QuickBooks accounts and click the gear icon in the top right hand corner

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  9. You will then want to select the Company Settings under the Settings section
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  10. On the left hand side of the page, you will want to navigate to the Sales section
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  11. Scroll down the page and click the Message tile
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  12. Then from the Sales Form drop down menu, you will need to select Statement
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  13. In the text box, you can write instructions for the customer for when the submit payment and paste the multiple use Crezco payment link you created
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  14. You are now set up to send statements out and get paid through Crezco!