Frequently Asked Questions
'Pay by Bank' not appearing
If the 'Pay by Bank' button is not appearing on your email invoices, please follow these steps to ensure 'Full details' is active.
- Head to your Quickbooks account settings by clicking on the gear icon in the top right.
- Click on 'Custom form styles'.
- Here you will have all of your forms. The one most commonly used is under 'Default'.
- Click on 'Edit' on the form you wish to have the Crezco payment link attached to.
- Click on 'Emails'.
- Ensure 'Full details' is selected.
This will show the invoice within the email and include the 'Pay by Bank' button.
- You can also check on the invoice directly in Quickbooks: Please click 'Sales' then 'Invoices', find the invoice, click the arrow in 'Action' and 'Edit'.
The link should appear in the 'Message to customer'