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.
- 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

- On the right hand side of the page, select to Create Payment Link

- Select Single Payment

- Under Fixed Payment Amount and Fixed Payment Reference, you will want to "uncheck" the green button just to the right of it.
- 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
- In your email the customer, you can detail what you would prefer them to put for the reference

- 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.

- Select Create Payment Link

- Click on the copy button next to the payment link that has now been generated

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

- You will then want to select the Company Settings under the Settings section

- On the left hand side of the page, you will want to navigate to the Sales section

- Scroll down the page and click the Message tile

- Then from the Sales Form drop down menu, you will need to select Statement

- 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

- You are now set up to send statements out and get paid through Crezco!