Welcome to Peakflo help portal!
Terms and conditions
Getting Started with Peakflo
I can't login, what should I do?
Getting Started: Admin Setup
Getting Started: Account Managers
Getting Started: Finance Teams
Getting Started: Management
How can I add a new action in the workflow?
How can I assign account managers and workflows to customers?
How can I customize my workflow action template?
How do I assign workflows to multiple customers at once?
How can I manage my contacts?
How can I pause reminders for a customer?
How can I raise or resolve a dispute?
What is credit limit and how can I use it ?
Where can I find customer credit limits and status information ?
How can I attach a file to a customer or invoice?
How can I leave comments or notes?
How can I edit customer contacts?
How do I group entities?
Where can I find the latest invoices statuses?
How do I mark invoice as paid?
What is an action and what are the different types?
How do I skip an action planned for today?
How do I see the actions that I need to do today?
I have an action in my actions tab, what should I do?
What does legal escalation mean?
How do I connect Quickbooks to Peakflo?
How do I connect Netsuite to Peakflo?
What do I do if my accounting software hasn't synced to Peakflo?
I don't use any accounting software, how can I start?
How to upload invoices
How to upload contacts
How to set up your WhatsApp for business?
What do the dashboard metrics mean?
What is payer portal and how do I use it?