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      How to raise an invoice in Sage using Crezco

      Step-by-step process on how to raise an invoice in Sage using Crezco.

       

      1. Navigate to your Sage account and select the Sales tab at the top of the page

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      2. Select Sales Invoices

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      3. On the right hand side of the page, select to create New Invoice

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      4. Fill in the applicable invoice information and once done, at the bottom of the page, click Save & Email

      Screenshot 2023-04-21 at 15.24.01

       

      5. 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 Screenshot 2023-04-21 at 15.14.27