How to pay on a mobile device

Read on to find out how to pay your invoices through a mobile device

 

Please note that bulk payments cannot be processed on a mobile or tablet, and have to be paid via desktop.


  1. Choose a payment within the 'Payables' screen, within 'Accounts Payable'. Review that the details are correct and click 'Prepare payment link'.

  2. Select bank account you want to make the payment from. You will have drop down options if you have added multiple accounts

  3. Set the payment type - 'Immediate' or 'Scheduled'.

  4. This will then generate a link: you can either click on it to begin processing the payment, or you can copy the payment link to put in an email.

  5. To process immediately on your mobile, click on the link: you will be automatically redirected to your mobile banking app.

  6. You will be asked to authorize the payment in your banking app.

  7. Once you have confirmed through your bank, you have now successfully paid through Crezco! For updates on payment status, you can click 'Check on your payment status here', near the bottom of your screen.

  8. To view pay runs/payments you have made within Crezco, navigate to the 'History' Tab within the 'Accounts Payable' section of your account.