Introduction:
This article will provide a comprehensive guide to integrating Crezco with Gas Engineer Software. With this integration, you'll streamline your invoicing process, improve payment tracking, and offer your customers a convenient, secure, and efficient way to pay their invoices online. Follow the steps outlined below to make the most of this powerful feature.
Getting Started:
To enable the integration, you'll need to sign up with Crezco and connect your bank account. It's a super simple process that you can complete while setting up the integration.
Activate the Integration:
Navigate to Settings -> Integrations Settings in Gas Engineer Software.
Click on 'Connect to Crezco' in the Crezco section. You'll be redirected to sign up or log in to your Crezco account.
If you're signing up, you'll be asked to connect your bank account.
Follow Crezco's prompts until you're redirected back to Gas Engineer Software.
Please note that the charges for using the Crezco integration will be £1.00 (plus VAT) per invoice paid.
How It Works:
Once you've successfully integrated Crezco with your Gas Engineer software, your customers will be able to scan the QR code on the invoices you issue or visit the associated link, they will see a 'Pay Now' option.
When your customer clicks or taps that button it will ask them which bank they use and open their banking app or website. It will then display a payment for them to confirm. This will automatically fill in your account details, reference number and amount, meaning no mistakes and no hassle.
Once they confirm, the payment will be made and you'll receive a notification that your invoice has been paid. The invoice will update to Paid and if you're integrated with an accounts package, the payment will also be updated there.
Benefits Of Using the Crezco Integration:
Seamless invoicing: The integration allows you to generate invoices with QR codes, streamlining the payment process for your customers and reducing the likelihood of delayed or missed payments.
Quick and secure payments: Customers can scan the QR code on the invoices with their smartphones, making payments directly to your bank account through Crezco's secure platform. This eliminates the need for manual payment processing and reduces the risk of human error.
Real-time payment notifications: Upon successful payment, you'll receive a notification that your invoice has been paid, enabling you to stay on top of your finances and maintain accurate records.
Improved cash flow: By offering a convenient and secure payment method, you can encourage prompt payments and improve your overall cash flow, which is essential for business growth and stability.
Frequently Asked Questions
Are there any additional transaction fees when using Crezco integration?
The only fee associated with the Crezco integration is the £1.00 (plus VAT) per invoice paid via the Crezco system. There are no additional transaction fees.
How do I track the status of payments made through Crezco integration?
Payments made through the payment link will automatically update on your invoice with the payment amount, date and method. It'll also sync to any account packages you're integrated with. You can also log in to your Crezco account for more information on the payments they have processed for you.