How to set up Repeat Payments

Read on to see how to set up repeat payments in Crezco

Crezco allows you or your customers to set up payment links for repeat payments. These are the steps that will produce a link or QR code you can send out to clients.

 

1. Go to 'Payment Links' and click 'Create Payment link'

Go to 'Payment Links' and click 'Create Payment link'

 

2. Select "Repeat"

 

Select "Repeat"

 

3. Type in your Reference. For ease of reconciliation use the same reference as the invoice.

 

Type in your Reference. For ease of reconciliation use same reference as the invoice.

 

4. Add in the amount

 

Add the amount

 

5. Choose when the payment should repeat.

 

Choose when the payment should repeat.

 

6. Choose which day you wish to repeat the payment.

 

Choose which day you wish to repeat the payment on.

 

7. Click on 'Next step'

 

Click on Next step

 

8. Select the payment option. Most users set this as 'Single' use due to the benefit of having a unique reference.

 

Select payment option. Most users set as Single use due to the reference.

 

9. Click on 'Create payment link'

 

Click on Create payment link

 

10. Click on 'Copy payment link'

 

Click on Copy payment link

 

11. You can now view and send your repeat link.

 

You can now view and send your repeat link.

 

12. This is the view your client will see.

 

This is the view your client will see.

 

This repeat payment, after authorising, will be set up under 'Standing orders' within the payer's online banking app. These can be cancelled at any time.