Financial/ Taking Payments/ Crezco

Stripe payments
PLEASE NOTE: This article covers all things regarding Stripe payments which were the old way of taking payment. For details of the new version please see th...
Wed, 8 Dec, 2021 at 2:31 PM
How to set up your Crezco account for 0.49% payment processing fees
Say goodbye to high processing fees, slow payments, and manual reconciliation. Take payments at a cheaper rate than cash, and receive your payments quicker ...
Thu, 17 Feb, 2022 at 9:27 AM
How to use Crezco once the account is set up
Here at SIF Health, we use Crezco to take payments from clients. Why? Well, the rates are just 0.49%, or free depending on your plan, the payments are i...
Thu, 17 Feb, 2022 at 9:29 AM
How to use invoicing
Invoices on SIF Health are created automatically to save you time and help reduce your admin, and they can also be created manually. Likewise, you have the ...
Tue, 25 Jan, 2022 at 2:32 PM
How do I refund a no show or last minute cancellation customer?
This depends on whether the payment has been made via Stripe (legacy payment option) or Crezco (bank transfer).  If you're not sure you can see this on ...
Wed, 8 Dec, 2021 at 2:29 PM
How do I minimise and/or get paid for no shows?
When specialists track no shows and/or last minute cancellations, they are more common than most specialists realise. Even if the client re-books for anothe...
Thu, 23 Dec, 2021 at 3:46 PM
How do I know if a booking has been paid/ how to mark as paid.
The SIF Health calendar allows you to quickly see who has paid, and to mark appointments as paid/ no shows.  This will automatically update in your fina...
Tue, 25 Jan, 2022 at 3:00 PM
How do I change my banking details?
Head into SIF Health Click on Financials in the menu Seelct 'Subscriptions' Scroll to the bottom of that page, and select View Customer Portal ...
Thu, 23 Dec, 2021 at 3:34 PM
How to add different bank accounts for your specialists
If you're a multi specialist clinic, then you may want each booking payment to go direct in the account of the individual specialist that treated them r...
Thu, 23 Dec, 2021 at 3:42 PM
Crezco FAQs
1. How can I mark an appointment as paid by other means? Yes you can still do this, it just requires a manual process rather than being automated.  Please w...
Mon, 14 Mar, 2022 at 8:21 PM