Step-by-step process on how to manually create a contact profile in Crezco for accounts payable.
- Once logged into your Crezco dashboard page, click on the Accounts Payable tab on the left hand side of your page
- At the top of the page, click on the Contacts tab
- On the right-hand side of the page, select the button to Add new contact
- There you will need to fill out the following details regarding their bank account:
- Bank account country
- Currency in which you want to pay them in
- Name of the account displayed on the contact's bank statements
- Sort code (this will vary based on the country/currency you are wanting to pay this contact in)
- I.E. - A USA based customer contact will as for ACH ABA Code
- Account number (this will vary based on the country/currency you are wanting to pay this contact in)
- You will need to enter their contact details which include the following
- Contact name in which they prefer
- Email so they can get payment notifications
- Select the green button Create contact
- You will be redirected to the Contacts page, where you will now be able to see the new contact you created