CrewRoo doesn't process payments or charge anyone. Your client pays you directly. Payment details let you hand them a clean one-page sheet saying where to send the money.
Add your bank details
- Go to Profile → Banking Information (Banking on phones).
- Enter Bank Name, Routing Number (9 digits), Account Number (4 to 17 digits), and Account Type (Checking or Savings).
- Tap Save Banking Information.
Once saved, the account number is masked (for example **1234). Tap Edit Banking Information** to change them.
How they're protected
Your routing and account numbers are encrypted in transit and at rest, stored separately from the rest of your profile, and only read to build your own payment info sheet. They're never shared and never printed on the invoice itself.
Attach the payment info sheet
When sending an invoice, tick Attach Payment/Banking Info. Your client gets a separate PDF titled PAYMENT INFORMATION with your name and address, bank name, routing and account numbers, and account type, for ACH or wire transfer. See What's attached to an invoice email.
Leave it unticked and nothing about your bank goes out.
Still need help?
Signed in? Open Support from the menu to submit a ticket, or sign in to ask the help assistant. You can also email support@roxstarlab.com.