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Accounts Receivable
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Accounting
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Accounts Receivable
Getting Started
Invoice Management
Workflow Management
Actions
Customer Management
Customer Portal
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Reports
Integrations Page
Basics
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Help Center
Accounts Receivable
New to Peakflo?
Accounts Payable
Getting Started
OCR
Approval Workflow
Purchase Requests
Bill Management
Vendors
My Approvals
Budget
Reconciliation
Reports
Accounting
Rules
Accounts Receivable
Getting Started
Invoice Management
Workflow Management
Actions
Customer Management
Customer Portal
Collections
Reports
Integrations Page
Basics
Xero
NetSuite
Jurnal
Quickbooks
Zoho
MS Nav
Legal Notes
Release Notes
Reports
Accounts Receivable
Getting Started
How to mass upload working files?
How to upload customer names?
How to upload customer contacts?
How to upload your customer data manually?
How to mass upload customer invoice details?
How to subscribe to LINE Messenger App payment reminders?
How to enable professional branding on invoices and customer payer portal?
Getting Started with Accounts Receivable: Admin Setup
Getting Started with Accounts Receivable: Accountant
Getting Started with Accounts Receivable: Account Managers
Getting started with Accounts Receivable: Collections Team
Getting Started with Accounts Receivable: Auditors
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Invoice Management
How can I duplicate an invoice?
How to create professional invoices with Peakflo
How to leave notes on invoices?
Where can I find the latest invoices status?
How can I send invoice reminders via ad-hoc email and WhatsApp to customers?
How to create credit notes for accounts receivable and link to invoices?
How to export invoices?
How can I attach a file to a customer or invoice?
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Workflow Management
Why are my workflows not firing?
How do I create a new workflow or edit an existing one?
How do I assign workflows to multiple customers at once?
How can I customize my workflow action template?
How do I pause or resume workflows for multiple customers at the same time?
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Actions
What is an action and what are the different types?
What does legal escalation mean?
How can I add a new action in the workflow?
How do I see the actions that I need to do today?
I have an action in my actions tab, what should I do?
How do I delete an action planned for today?
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Customer Management
How can I assign account managers to customers?
How can I add, edit, and manage my contacts?
How to find the "Customer ID"?
How do I group entities?
How to create and manage tasks?
What is credit limit and how can I use it ?
Where can I find customer credit limits and status information ?
How can I send ad-hoc emails and reply to customers?
How can I send ad-hoc WhatsApp and reply to customers?
How can I pause reminders for a customer?
How can I leave comments or notes?
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Customer Portal
How can customers make direct payments via Peakflo?
How can customers in the Philippines make payments?
How can I raise or resolve a dispute?
How to pay your invoices using Peakflo portal?
How to upload payment proof and tax proof as a customer?
How to download the statements of account from the payer portal?
Limits and Processing Times in Indonesia, Philippines, Singapore, USA, and Europe
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Collections
How do I mark invoice as paid?
How to manually add payments to Peakflo?
How do I check if a payment record is deleted?
How to make payments using the Unique Virtual Bank Account Number
Reports
What is Invoice Collection Cohort?
How to track the delivery status for payment reminders?
How to access data studio reports?
What do the AR dashboard metrics mean?
