Frequently Asked Questions
How to raise an invoice in Sage using Crezco
Step-by-step process on how to raise an invoice in Sage using Crezco.
Please note - Payments that have been made with Crezco will be imported to your bank feed. If you have specific rules enabled please make sure to check that the correct invoice has been paired with the payment received.
- Navigate to your Sage account and select the 'Sales' tab at the top of the page.
- Select 'Sales invoices'.
- On the right hand side of the page, click to create 'New Invoice'.
- Fill in the applicable invoice information and once done, at the bottom of the page, click 'Save & Email'.
- You will then get to review the final invoice email and if it looks good, you can go ahead and send! The customer will receive an email with the invoice PDF and a Crezco payment link.